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
651
$55K 0.05%
797
-490
652
$55K 0.05%
1,199
+919
653
$55K 0.05%
1,637
+1,312
654
$54K 0.05%
1,716
+226
655
$54K 0.05%
1,528
+774
656
$54K 0.05%
+641
657
$54K 0.05%
2,251
-714
658
$54K 0.05%
1,171
+418
659
$54K 0.05%
256
-429
660
$54K 0.05%
1,654
+610
661
$54K 0.05%
362
+21
662
$53K 0.05%
1,162
+1,129
663
$53K 0.05%
396
-372
664
$53K 0.05%
2,617
-1,120
665
$53K 0.05%
529
+109
666
$53K 0.05%
318
+45
667
$53K 0.05%
217
+48
668
$53K 0.05%
+1,308
669
$53K 0.05%
812
+33
670
$53K 0.05%
768
-14
671
$53K 0.05%
2,003
+1,997
672
$52K 0.05%
1,872
-875
673
$52K 0.05%
217
-19
674
$52K 0.05%
575
+325
675
$52K 0.05%
3,335
+3,311
25 26
27
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