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
976
$20K 0.02%
163
-37
977
$20K 0.02%
176
-1,337
978
$20K 0.02%
354
-3,593
979
$20K 0.02%
107
-381
980
$20K 0.02%
98
981
$20K 0.02%
117
+112
982
$20K 0.02%
+657
983
$20K 0.02%
688
-1,707
984
$20K 0.02%
299
+92
985
$20K 0.02%
601
-1,594
986
$20K 0.02%
498
987
$20K 0.02%
315
-14
988
$20K 0.02%
467
+173
989
$20K 0.02%
121
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990
$19K 0.02%
169
+47
991
$19K 0.02%
71
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992
$19K 0.02%
117
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993
$19K 0.02%
239
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994
$19K 0.02%
613
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995
$19K 0.02%
776
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996
$19K 0.02%
430
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997
$19K 0.02%
1,126
-4
998
$19K 0.02%
1,016
+381
999
$19K 0.02%
2,888
-3
1000
$19K 0.02%
107
-307
38 39
40
41 42