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
751
$42K 0.04%
2,549
-4,315
752
$42K 0.04%
473
-312
753
$42K 0.04%
690
-407
754
$42K 0.04%
1,349
-2,801
755
$42K 0.04%
897
+723
756
$41K 0.04%
3,234
-19
757
$41K 0.04%
667
-70
758
$41K 0.04%
455
+304
759
$41K 0.04%
1,385
-1,080
760
$41K 0.04%
285
+132
761
$41K 0.04%
1,416
+195
762
$41K 0.04%
1,423
+22
763
$41K 0.04%
1,213
-862
764
$41K 0.04%
149
-18
765
$41K 0.04%
824
-1,186
766
$41K 0.04%
+7,865
767
$41K 0.04%
238
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768
$40K 0.04%
1,174
+657
769
$40K 0.04%
1,328
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770
$40K 0.04%
3,761
771
$40K 0.04%
3,057
+3,050
772
$40K 0.04%
237
-333
773
$40K 0.04%
949
+407
774
$40K 0.04%
5,738
+4,461
775
$40K 0.04%
330
-612
29 30
31
32 33