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
676
$52K 0.05%
2,687
+142
677
$52K 0.05%
2,096
-2,147
678
$51K 0.04%
503
-247
679
$51K 0.04%
16,260
-178
680
$51K 0.04%
723
-337
681
$51K 0.04%
64
+46
682
$51K 0.04%
888
-2,453
683
$51K 0.04%
12
-36
684
$51K 0.04%
1,145
+321
685
$51K 0.04%
588
-542
686
$50K 0.04%
637
-690
687
$50K 0.04%
320
-465
688
$50K 0.04%
1,069
-125
689
$50K 0.04%
411
-421
690
$50K 0.04%
789
+530
691
$50K 0.04%
2,215
+2,204
692
$49K 0.04%
429
693
$49K 0.04%
11,408
+760
694
$49K 0.04%
1,847
-793
695
$49K 0.04%
+5,053
696
$49K 0.04%
1,406
-1,070
697
$49K 0.04%
2,579
+2,496
698
$49K 0.04%
171
+107
699
$49K 0.04%
361
-769
700
$49K 0.04%
2,365
+2,349
26 27
28
29 30