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
1076
$15K 0.01%
53
-345
1077
$15K 0.01%
107
-1
1078
$15K 0.01%
298
-1,758
1079
$15K 0.01%
37
-260
1080
$15K 0.01%
660
-646
1081
$15K 0.01%
97
-1,398
1082
$15K 0.01%
607
-884
1083
$15K 0.01%
44
+1
1084
$15K 0.01%
164
-11
1085
$15K 0.01%
234
-2,275
1086
$15K 0.01%
394
-4
1087
$15K 0.01%
469
-2
1088
$15K 0.01%
179
-656
1089
$15K 0.01%
352
-2,714
1090
$15K 0.01%
1,042
-619
1091
$15K 0.01%
42
-15
1092
$15K 0.01%
254
-7
1093
$15K 0.01%
1,000
1094
$15K 0.01%
+707
1095
$15K 0.01%
+1,116
1096
$15K 0.01%
+1,007
1097
$15K 0.01%
126
-9
1098
$14K 0.01%
1,123
-28
1099
$14K 0.01%
+1,888
1100
$14K 0.01%
168
-1
42 43
44
45 46