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
1101
$14K 0.01%
301
-2,320
1102
$14K 0.01%
116
-1
1103
$14K 0.01%
467
-1,900
1104
$14K 0.01%
158
+15
1105
$14K 0.01%
110
-973
1106
$14K 0.01%
172
-3
1107
$14K 0.01%
+82
1108
$14K 0.01%
56
-2
1109
$14K 0.01%
385
-2,950
1110
$14K 0.01%
74
1111
$14K 0.01%
862
-26
1112
$14K 0.01%
76
+12
1113
$14K 0.01%
268
-1,403
1114
$14K 0.01%
344
-11
1115
$14K 0.01%
845
+36
1116
$14K 0.01%
556
-899
1117
$14K 0.01%
236
-422
1118
$14K 0.01%
596
-105
1119
$14K 0.01%
46
1120
$14K 0.01%
35
-334
1121
$14K 0.01%
101
-565
1122
$14K 0.01%
205
-11
1123
$14K 0.01%
337
-457
1124
$14K 0.01%
114
-2
1125
$14K 0.01%
2,241
+808
43 44
45
46 47