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
1051
$16K 0.01%
201
-515
1052
$16K 0.01%
562
-1,983
1053
$16K 0.01%
81
+41
1054
$16K 0.01%
133
-3
1055
$16K 0.01%
73
-524
1056
$16K 0.01%
166
+26
1057
$16K 0.01%
659
+32
1058
$16K 0.01%
223
+3
1059
$16K 0.01%
784
+63
1060
$16K 0.01%
1,720
-15
1061
$16K 0.01%
1,901
+39
1062
$16K 0.01%
117
-1,053
1063
$16K 0.01%
+312
1064
$16K 0.01%
30
1065
$16K 0.01%
60
-220
1066
$16K 0.01%
517
-3,896
1067
$16K 0.01%
58
-1
1068
$16K 0.01%
2,000
1069
$15K 0.01%
684
+670
1070
$15K 0.01%
324
+205
1071
$15K 0.01%
109
-3
1072
$15K 0.01%
36
+2
1073
$15K 0.01%
464
-3,261
1074
$15K 0.01%
585
1075
$15K 0.01%
91
-14
41 42
43
44 45