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
801
$37K 0.03%
2,201
+2,183
802
$37K 0.03%
924
-987
803
$37K 0.03%
1,145
-552
804
$37K 0.03%
1,212
+875
805
$37K 0.03%
824
+39
806
$37K 0.03%
873
+784
807
$36K 0.03%
374
-8
808
$36K 0.03%
346
-253
809
$36K 0.03%
106
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810
$36K 0.03%
86
+44
811
$36K 0.03%
518
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812
$36K 0.03%
808
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813
$36K 0.03%
274
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814
$36K 0.03%
+10,358
815
$35K 0.03%
389
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816
$35K 0.03%
1,282
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817
$35K 0.03%
2,093
-1,874
818
$35K 0.03%
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$35K 0.03%
581
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820
$35K 0.03%
2,295
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821
$35K 0.03%
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-301
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$35K 0.03%
953
-1,911
823
$35K 0.03%
2,275
824
$35K 0.03%
328
-310
825
$35K 0.03%
223
-166
31 32
33
34 35