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
726
$44K 0.04%
1,128
-6,032
727
$44K 0.04%
1,344
-471
728
$44K 0.04%
960
+643
729
$44K 0.04%
+162
730
$44K 0.04%
934
+729
731
$44K 0.04%
630
-126
732
$44K 0.04%
197
+97
733
$44K 0.04%
727
+722
734
$44K 0.04%
540
-201
735
$44K 0.04%
3,177
+68
736
$44K 0.04%
2,134
+585
737
$44K 0.04%
759
-838
738
$43K 0.04%
4,646
+2,644
739
$43K 0.04%
+484
740
$43K 0.04%
677
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741
$43K 0.04%
1,072
-240
742
$43K 0.04%
3,267
-18
743
$43K 0.04%
4,313
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744
$43K 0.04%
766
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745
$43K 0.04%
1,300
746
$42K 0.04%
933
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747
$42K 0.04%
865
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748
$42K 0.04%
2,351
-11,074
749
$42K 0.04%
724
-992
750
$42K 0.04%
601
-143
28 29
30
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