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
951
$23K 0.02%
165
-541
952
$23K 0.02%
137
+23
953
$22K 0.02%
830
+805
954
$22K 0.02%
761
955
$22K 0.02%
1,007
+253
956
$22K 0.02%
243
-269
957
$22K 0.02%
60
+7
958
$22K 0.02%
291
-1,457
959
$22K 0.02%
416
+293
960
$22K 0.02%
+282
961
$22K 0.02%
450
-90
962
$22K 0.02%
548
-287
963
$22K 0.02%
214
+4
964
$21K 0.02%
597
+586
965
$21K 0.02%
126
-1,362
966
$21K 0.02%
209
-198
967
$21K 0.02%
2,044
+2,008
968
$21K 0.02%
426
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969
$21K 0.02%
174
-70
970
$21K 0.02%
245
-1,190
971
$21K 0.02%
345
+27
972
$21K 0.02%
1,096
+2
973
$20K 0.02%
250
-5
974
$20K 0.02%
596
-868
975
$20K 0.02%
526
-185
37 38
39
40 41