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
1026
$17K 0.02%
478
1027
$17K 0.02%
129
-662
1028
$17K 0.02%
340
1029
$17K 0.02%
208
+176
1030
$17K 0.02%
150
-165
1031
$17K 0.02%
325
-2
1032
$17K 0.02%
298
-517
1033
$17K 0.02%
97
-593
1034
$17K 0.02%
364
-12
1035
$17K 0.02%
879
-1,378
1036
$17K 0.02%
390
-505
1037
$17K 0.02%
53
-5
1038
$17K 0.02%
352
-909
1039
$17K 0.02%
397
-53
1040
$17K 0.02%
557
+491
1041
$17K 0.02%
169
-998
1042
$17K 0.02%
1,325
-375
1043
$17K 0.02%
72
-21
1044
$17K 0.02%
81
+58
1045
$17K 0.02%
465
-1,535
1046
$17K 0.02%
61
-58
1047
$17K 0.02%
337
-92
1048
$17K 0.02%
262
-984
1049
$17K 0.02%
545
+105
1050
$16K 0.01%
243
-3
40 41
42
43 44