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
626
$59K 0.05%
274
-73
627
$58K 0.05%
1,511
+1,497
628
$58K 0.05%
2,542
+2,525
629
$58K 0.05%
6,644
-64
630
$58K 0.05%
815
+437
631
$58K 0.05%
481
-265
632
$58K 0.05%
+4,048
633
$57K 0.05%
207
-104
634
$57K 0.05%
1,937
+1,738
635
$57K 0.05%
516
+63
636
$57K 0.05%
1,575
-2,297
637
$57K 0.05%
530
+385
638
$57K 0.05%
2,518
-58
639
$56K 0.05%
533
-86
640
$56K 0.05%
430
+425
641
$56K 0.05%
+3,642
642
$56K 0.05%
502
-287
643
$55K 0.05%
247
+189
644
$55K 0.05%
3,441
+121
645
$55K 0.05%
1,235
+1,027
646
$55K 0.05%
312
+267
647
$55K 0.05%
690
+631
648
$55K 0.05%
4,350
+1,225
649
$55K 0.05%
332
+132
650
$55K 0.05%
461
+282
24 25
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