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
576
$65K 0.06%
817
577
$65K 0.06%
1,759
-2,034
578
$65K 0.06%
700
-500
579
$65K 0.06%
1,372
-4
580
$65K 0.06%
489
-1
581
$64K 0.06%
2,505
+1,100
582
$64K 0.06%
199
-205
583
$64K 0.06%
967
-299
584
$64K 0.06%
+858
585
$64K 0.06%
3,064
+2,655
586
$64K 0.06%
711
+475
587
$64K 0.06%
530
+528
588
$63K 0.06%
576
+428
589
$63K 0.06%
290
+210
590
$63K 0.06%
788
-674
591
$63K 0.06%
1,479
-454
592
$63K 0.06%
1,878
+1,095
593
$63K 0.06%
4,530
+4,518
594
$63K 0.06%
274
-263
595
$63K 0.06%
6,257
-25
596
$63K 0.06%
209
-148
597
$62K 0.05%
668
-403
598
$62K 0.05%
238
+20
599
$62K 0.05%
541
-504
600
$62K 0.05%
1,009
-3
22 23
24
25 26