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
701
$48K 0.04%
259
-85
702
$48K 0.04%
87
-1
703
$48K 0.04%
351
+347
704
$48K 0.04%
266
-281
705
$48K 0.04%
1,148
+567
706
$48K 0.04%
1,529
-928
707
$48K 0.04%
557
+339
708
$47K 0.04%
5,665
-1,412
709
$47K 0.04%
2,311
+680
710
$47K 0.04%
214
-492
711
$47K 0.04%
723
+693
712
$47K 0.04%
1,326
-96
713
$47K 0.04%
1,871
-308
714
$47K 0.04%
308
+125
715
$46K 0.04%
515
+260
716
$46K 0.04%
278
+193
717
$46K 0.04%
535
+530
718
$46K 0.04%
569
+378
719
$46K 0.04%
3,043
+2,399
720
$46K 0.04%
661
+651
721
$45K 0.04%
2,156
+918
722
$45K 0.04%
300
-297
723
$45K 0.04%
5,059
+3,881
724
$45K 0.04%
+767
725
$45K 0.04%
1,047
-767
27 28
29
30 31