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
1001
$19K 0.02%
1,186
+9
1002
$19K 0.02%
421
+416
1003
$19K 0.02%
4,594
+334
1004
$19K 0.02%
273
-1,235
1005
$19K 0.02%
207
-575
1006
$19K 0.02%
228
+72
1007
$19K 0.02%
180
-13
1008
$19K 0.02%
4,839
1009
$19K 0.02%
+1,758
1010
$18K 0.02%
195
-1
1011
$18K 0.02%
13,218
+13,133
1012
$18K 0.02%
180
-800
1013
$18K 0.02%
1,465
-1
1014
$18K 0.02%
1,112
-3,306
1015
$18K 0.02%
419
-691
1016
$18K 0.02%
91
1017
$18K 0.02%
325
-1,583
1018
$18K 0.02%
320
+288
1019
$18K 0.02%
179
-140
1020
$18K 0.02%
313
-20
1021
$18K 0.02%
51
-1
1022
$18K 0.02%
129
-464
1023
$18K 0.02%
414
-135
1024
$18K 0.02%
2,642
-2,697
1025
$18K 0.02%
191
-231
39 40
41
42 43