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
926
$25K 0.02%
318
-1,147
927
$25K 0.02%
398
-813
928
$25K 0.02%
229
+109
929
$25K 0.02%
387
930
$25K 0.02%
2,008
+1,644
931
$25K 0.02%
44
-200
932
$25K 0.02%
2,257
+897
933
$25K 0.02%
115
+62
934
$25K 0.02%
122
-23
935
$25K 0.02%
1,369
+837
936
$24K 0.02%
155
+54
937
$24K 0.02%
322
-383
938
$24K 0.02%
939
-1
939
$24K 0.02%
134
-418
940
$24K 0.02%
110
-216
941
$24K 0.02%
298
-1,181
942
$24K 0.02%
97
-326
943
$24K 0.02%
290
944
$24K 0.02%
717
-1
945
$24K 0.02%
1,482
-7
946
$24K 0.02%
877
-741
947
$23K 0.02%
323
-1,981
948
$23K 0.02%
159
-53
949
$23K 0.02%
1,235
-6
950
$23K 0.02%
658
-435
36 37
38
39 40