C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.77%
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 16.66%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Industrials 11.34%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$37K 0.03%
520
-12
802
$37K 0.03%
2,201
+2,183
803
$37K 0.03%
924
-987
804
$37K 0.03%
1,621
-421
805
$37K 0.03%
1,008
+1
806
$37K 0.03%
632
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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
+30
812
$36K 0.03%
718
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813
$36K 0.03%
274
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814
$36K 0.03%
+10,358
815
$35K 0.03%
389
+386
816
$35K 0.03%
1,282
-109
817
$35K 0.03%
2,093
-1,874
818
$35K 0.03%
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819
$35K 0.03%
670
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820
$35K 0.03%
614
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821
$35K 0.03%
1,387
-3,201
822
$35K 0.03%
2,295
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823
$35K 0.03%
1,022
-301
824
$35K 0.03%
953
-1,911
825
$35K 0.03%
2,275
31 32
33
34 35