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
51
$267K 0.24%
3,185
+294
52
$255K 0.22%
4,320
-58
53
$252K 0.22%
2,075
+1,517
54
$249K 0.22%
3,456
+559
55
$249K 0.22%
361
+22
56
$246K 0.22%
3,444
-696
57
$243K 0.21%
3,276
-327
58
$241K 0.21%
7,449
-117
59
$238K 0.21%
3,358
+1,441
60
$232K 0.2%
1,073
+292
61
$231K 0.2%
3,746
-1,119
62
$227K 0.2%
2,171
+184
63
$227K 0.2%
8,524
+828
64
$226K 0.2%
6,479
+3,195
65
$226K 0.2%
2,392
-1,322
66
$224K 0.2%
1,650
-486
67
$224K 0.2%
7,538
+7,308
68
$220K 0.19%
6,588
-2,252
69
$219K 0.19%
1,789
-92
70
$217K 0.19%
6,079
+3,277
71
$216K 0.19%
12,645
+6,469
72
$212K 0.19%
+2,064
73
$212K 0.19%
5,073
-570
74
$212K 0.19%
2,190
-221
75
$209K 0.18%
2,429
-2,391
1 2
3
4 5