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%
312
-6
1152
$13K 0.01%
372
-9
1153
$13K 0.01%
80
1154
$13K 0.01%
325
-16
1155
$13K 0.01%
+305
1156
$13K 0.01%
241
+34
1157
$13K 0.01%
437
+1
1158
$13K 0.01%
122
-465
1159
$12K 0.01%
32
1160
$12K 0.01%
150
-364
1161
$12K 0.01%
742
+8
1162
$12K 0.01%
1,339
-71
1163
$12K 0.01%
177
-98
1164
$12K 0.01%
26
-203
1165
$12K 0.01%
200
-1,423
1166
$12K 0.01%
93
-2
1167
$12K 0.01%
295
-3
1168
$12K 0.01%
239
-26
1169
$12K 0.01%
188
-2
1170
$12K 0.01%
1,156
+16
1171
$12K 0.01%
130
-1
1172
$12K 0.01%
242
+239
1173
$12K 0.01%
153
-4
1174
$12K 0.01%
175
-5
1175
$12K 0.01%
131
-3
45 46
47
48 49