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
1126
$14K 0.01%
184
+8
1127
$13K 0.01%
329
-1
1128
$13K 0.01%
553
-13
1129
$13K 0.01%
557
-2,461
1130
$13K 0.01%
175
1131
$13K 0.01%
179
-3
1132
$13K 0.01%
179
-414
1133
$13K 0.01%
162
+157
1134
$13K 0.01%
+3,431
1135
$13K 0.01%
73
-226
1136
$13K 0.01%
210
-2,392
1137
$13K 0.01%
134
+128
1138
$13K 0.01%
284
-192
1139
$13K 0.01%
303
-1,579
1140
$13K 0.01%
49
+14
1141
$13K 0.01%
99
1142
$13K 0.01%
171
-25
1143
$13K 0.01%
12
-31
1144
$13K 0.01%
123
1145
$13K 0.01%
510
-2,413
1146
$13K 0.01%
2,285
-12
1147
$13K 0.01%
369
+216
1148
$13K 0.01%
464
-17
1149
$13K 0.01%
916
+140
1150
$13K 0.01%
241
-333
44 45
46
47 48