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
1151
$13K 0.01%
510
-2,413
1152
$13K 0.01%
2,285
-12
1153
$13K 0.01%
369
+216
1154
$13K 0.01%
464
-17
1155
$13K 0.01%
916
+140
1156
$13K 0.01%
241
-333
1157
$13K 0.01%
312
-6
1158
$13K 0.01%
+305
1159
$12K 0.01%
32
1160
$12K 0.01%
200
-1,423
1161
$12K 0.01%
93
-2
1162
$12K 0.01%
295
-3
1163
$12K 0.01%
239
-26
1164
$12K 0.01%
188
-2
1165
$12K 0.01%
1,156
+16
1166
$12K 0.01%
325
-7,679
1167
$12K 0.01%
235
+229
1168
$12K 0.01%
1,501
-19
1169
$12K 0.01%
1,499
-219
1170
$12K 0.01%
293
-6
1171
$12K 0.01%
279
-685
1172
$12K 0.01%
93
-266
1173
$12K 0.01%
146
-218
1174
$12K 0.01%
71
-8
1175
$12K 0.01%
215
45 46
47
48 49