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
851
$32K 0.03%
1,054
+257
852
$32K 0.03%
1,019
+83
853
$32K 0.03%
18
-46
854
$32K 0.03%
345
-884
855
$32K 0.03%
1,276
+1,260
856
$32K 0.03%
1,425
857
$32K 0.03%
685
+189
858
$32K 0.03%
673
-40
859
$32K 0.03%
301
-682
860
$32K 0.03%
400
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861
$32K 0.03%
217
-237
862
$32K 0.03%
337
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863
$32K 0.03%
586
+464
864
$31K 0.03%
267
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865
$31K 0.03%
127
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866
$31K 0.03%
387
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867
$31K 0.03%
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$31K 0.03%
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$31K 0.03%
1,696
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$31K 0.03%
214
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871
$31K 0.03%
381
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872
$31K 0.03%
814
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873
$31K 0.03%
571
-906
874
$31K 0.03%
488
-1
875
$31K 0.03%
3,072
-3,501
33 34
35
36 37