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
601
$62K 0.05%
1,884
+233
602
$62K 0.05%
1,444
-904
603
$62K 0.05%
999
+560
604
$62K 0.05%
7,084
+7,062
605
$62K 0.05%
2,364
-48
606
$62K 0.05%
413
-499
607
$62K 0.05%
3,748
-8,905
608
$62K 0.05%
749
-141
609
$62K 0.05%
1,202
+1,038
610
$62K 0.05%
3,290
+8
611
$61K 0.05%
139
-59
612
$61K 0.05%
2,475
-1,522
613
$61K 0.05%
527
-199
614
$61K 0.05%
766
+267
615
$61K 0.05%
779
-65
616
$61K 0.05%
4,533
-25
617
$61K 0.05%
1,221
+1,215
618
$61K 0.05%
3,569
-3,135
619
$60K 0.05%
856
+851
620
$59K 0.05%
1,031
+806
621
$59K 0.05%
931
-296
622
$59K 0.05%
901
-287
623
$59K 0.05%
723
+511
624
$59K 0.05%
266
+224
625
$59K 0.05%
1,340
+1,335
23 24
25
26 27