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
1176
$12K 0.01%
150
-364
1177
$12K 0.01%
742
+8
1178
$12K 0.01%
1,339
-71
1179
$12K 0.01%
177
-98
1180
$12K 0.01%
26
-203
1181
$12K 0.01%
130
-1
1182
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242
+239
1183
$12K 0.01%
153
-4
1184
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175
-5
1185
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131
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1186
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159
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1187
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1,398
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$12K 0.01%
52
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1189
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210
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1190
$12K 0.01%
195
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1191
$12K 0.01%
266
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1192
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224
1193
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1195
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1196
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1197
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101
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1198
$11K 0.01%
1,438
+18
1199
$11K 0.01%
+186
1200
$11K 0.01%
254
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46 47
48
49 50