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
876
$31K 0.03%
163
-10
877
$30K 0.03%
1,331
+556
878
$30K 0.03%
+1,002
879
$30K 0.03%
346
-782
880
$30K 0.03%
572
-392
881
$30K 0.03%
1,901
+34
882
$30K 0.03%
495
+487
883
$30K 0.03%
462
-570
884
$30K 0.03%
1,047
-158
885
$30K 0.03%
721
-282
886
$30K 0.03%
1,084
+6
887
$30K 0.03%
243
-1,148
888
$29K 0.03%
758
+481
889
$29K 0.03%
165
+160
890
$29K 0.03%
1,138
-1,251
891
$29K 0.03%
1,118
+49
892
$29K 0.03%
472
-2,800
893
$29K 0.03%
1,130
-130
894
$29K 0.03%
1,032
+1,020
895
$29K 0.03%
566
-142
896
$29K 0.03%
914
+16
897
$29K 0.03%
276
-604
898
$29K 0.03%
2,250
-2,280
899
$28K 0.02%
372
-4
900
$28K 0.02%
330
-163
34 35
36
37 38