C

Covestor Portfolio holdings

AUM $181M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,896
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$392K
3
+$376K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$369K
5
KD icon
Kyndryl
KD
+$304K

Top Sells

1
+$965K
2
+$516K
3
+$470K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$420K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388K

Sector Composition

1 Technology 16.72%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Industrials 11.25%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$73K 0.06%
989
+730
527
$73K 0.06%
219
+173
528
$73K 0.06%
696
+286
529
$73K 0.06%
2,293
+2,282
530
$73K 0.06%
1,793
-311
531
$72K 0.06%
2,125
-1,681
532
$72K 0.06%
1,064
-658
533
$72K 0.06%
773
-54
534
$71K 0.06%
1,402
+528
535
$71K 0.06%
2,593
+345
536
$71K 0.06%
1,854
-319
537
$71K 0.06%
326
-46
538
$71K 0.06%
1,647
+1,640
539
$71K 0.06%
1,584
-2,319
540
$71K 0.06%
2,244
-13
541
$70K 0.06%
3,108
+2,438
542
$70K 0.06%
148
-1
543
$70K 0.06%
1,768
+1,087
544
$70K 0.06%
1,960
+681
545
$70K 0.06%
804
-323
546
$70K 0.06%
556
-1,088
547
$70K 0.06%
1,148
-830
548
$70K 0.06%
825
-85
549
$70K 0.06%
1,863
+778
550
$70K 0.06%
417
+148
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