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
826
$35K 0.03%
1,282
-109
827
$35K 0.03%
2,093
-1,874
828
$35K 0.03%
1,931
-1,451
829
$35K 0.03%
581
-1
830
$35K 0.03%
670
+665
831
$35K 0.03%
614
-650
832
$35K 0.03%
1,387
-3,201
833
$35K 0.03%
2,295
+6
834
$34K 0.03%
1,493
-6,709
835
$34K 0.03%
407
-1
836
$34K 0.03%
1,618
+67
837
$34K 0.03%
709
+203
838
$34K 0.03%
5,939
+275
839
$34K 0.03%
286
-971
840
$34K 0.03%
223
+110
841
$34K 0.03%
981
+665
842
$34K 0.03%
330
+318
843
$34K 0.03%
1,491
-178
844
$33K 0.03%
643
+169
845
$33K 0.03%
1,075
-11
846
$33K 0.03%
4,749
+4,719
847
$33K 0.03%
1,448
+149
848
$33K 0.03%
489
-79
849
$33K 0.03%
949
+509
850
$33K 0.03%
415
+407
32 33
34
35 36