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
76
$207K 0.18%
2,507
+929
77
$207K 0.18%
+7,457
78
$207K 0.18%
2,150
+339
79
$205K 0.18%
828
-230
80
$204K 0.18%
5,110
+884
81
$201K 0.18%
2,273
-43
82
$201K 0.18%
3,238
+1,425
83
$198K 0.17%
6,366
+315
84
$196K 0.17%
26,857
+4,540
85
$195K 0.17%
12,711
-249
86
$195K 0.17%
1,739
+954
87
$193K 0.17%
4,061
+1,596
88
$191K 0.17%
10,725
+221
89
$190K 0.17%
909
-8
90
$190K 0.17%
2,206
-1,456
91
$190K 0.17%
1,696
+114
92
$188K 0.17%
3,070
+1,035
93
$186K 0.16%
791
-684
94
$185K 0.16%
631
-25
95
$185K 0.16%
817
+307
96
$183K 0.16%
554
+123
97
$180K 0.16%
2,928
+2,841
98
$180K 0.16%
3,688
+1,348
99
$178K 0.16%
2,330
+751
100
$177K 0.16%
390
+121
2 3
4
5 6