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
551
$70K 0.06%
461
+415
552
$69K 0.06%
1,914
+587
553
$69K 0.06%
2,446
-26
554
$69K 0.06%
1,134
+368
555
$69K 0.06%
1,995
-1,147
556
$69K 0.06%
575
-24
557
$69K 0.06%
5,249
-2,956
558
$69K 0.06%
1,509
+165
559
$69K 0.06%
146
-23
560
$68K 0.06%
550
+292
561
$68K 0.06%
+1,678
562
$68K 0.06%
2,690
+2,066
563
$68K 0.06%
4,982
+4,953
564
$68K 0.06%
473
-75
565
$67K 0.06%
817
-159
566
$67K 0.06%
3,571
+1,063
567
$67K 0.06%
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$67K 0.06%
1,588
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569
$67K 0.06%
1,920
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570
$66K 0.06%
933
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571
$66K 0.06%
443
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572
$65K 0.06%
1,516
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573
$65K 0.06%
2,045
+2,037
574
$65K 0.06%
989
-1,140
575
$65K 0.06%
420
-211
21 22
23
24 25