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
776
$39K 0.03%
1,289
-215
777
$39K 0.03%
+1,619
778
$39K 0.03%
474
-65
779
$39K 0.03%
478
-916
780
$39K 0.03%
+1,039
781
$39K 0.03%
304
+247
782
$39K 0.03%
600
-121
783
$39K 0.03%
1,544
+4
784
$39K 0.03%
+3,299
785
$39K 0.03%
662
-298
786
$38K 0.03%
620
-2
787
$38K 0.03%
1,474
+1,449
788
$38K 0.03%
204
-10
789
$38K 0.03%
1,500
+181
790
$38K 0.03%
1,381
+981
791
$38K 0.03%
847
+30
792
$38K 0.03%
620
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793
$38K 0.03%
11,253
+1,079
794
$38K 0.03%
1,181
-781
795
$37K 0.03%
1,621
-421
796
$37K 0.03%
1,008
+1
797
$37K 0.03%
632
+214
798
$37K 0.03%
+3,316
799
$37K 0.03%
+2,511
800
$37K 0.03%
520
-12
30 31
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