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
951
$23K 0.02%
165
-541
952
$23K 0.02%
137
+23
953
$22K 0.02%
761
954
$22K 0.02%
1,007
+253
955
$22K 0.02%
291
-1,457
956
$22K 0.02%
416
+293
957
$22K 0.02%
+282
958
$22K 0.02%
450
-90
959
$22K 0.02%
548
-287
960
$22K 0.02%
214
+4
961
$22K 0.02%
243
-269
962
$22K 0.02%
60
+7
963
$22K 0.02%
830
+805
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
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970
$21K 0.02%
245
-1,190
971
$21K 0.02%
345
+27
972
$21K 0.02%
1,096
+2
973
$20K 0.02%
+657
974
$20K 0.02%
107
-381
975
$20K 0.02%
98
37 38
39
40 41