C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
+$493K
2
+$490K
3
+$456K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K
5
KD icon
Kyndryl
KD
+$382K

Top Sells

1
+$965K
2
+$516K
3
+$470K
4
TECL icon
Direxion Daily Technology Bull 3x ETF
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 11.44%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$31K 0.03%
387
+90
877
$30K 0.03%
721
-282
878
$30K 0.03%
1,047
-158
879
$30K 0.03%
462
-570
880
$30K 0.03%
495
+487
881
$30K 0.03%
572
-392
882
$30K 0.03%
346
-782
883
$30K 0.03%
+1,002
884
$30K 0.03%
1,331
+556
885
$30K 0.03%
243
-1,148
886
$30K 0.03%
1,084
+6
887
$30K 0.03%
1,901
+34
888
$29K 0.03%
1,138
-1,251
889
$29K 0.03%
165
+160
890
$29K 0.03%
758
+481
891
$29K 0.03%
2,250
-2,280
892
$29K 0.03%
276
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893
$29K 0.03%
566
-142
894
$29K 0.03%
1,032
+1,020
895
$29K 0.03%
1,130
-130
896
$29K 0.03%
472
-2,800
897
$29K 0.03%
1,118
+49
898
$29K 0.03%
914
+16
899
$28K 0.02%
+907
900
$28K 0.02%
195
+137
34 35
36
37 38