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%
159
-1
1177
$12K 0.01%
1,398
-2
1178
$12K 0.01%
52
-1
1179
$12K 0.01%
210
+79
1180
$12K 0.01%
195
-2,629
1181
$12K 0.01%
266
-1,155
1182
$12K 0.01%
325
-7,679
1183
$12K 0.01%
235
+229
1184
$12K 0.01%
1,501
-19
1185
$12K 0.01%
1,499
-219
1186
$12K 0.01%
293
-6
1187
$12K 0.01%
279
-685
1188
$12K 0.01%
224
1189
$12K 0.01%
93
-266
1190
$12K 0.01%
146
-218
1191
$12K 0.01%
71
-8
1192
$12K 0.01%
215
1193
$12K 0.01%
359
-7
1194
$11K 0.01%
67
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1195
$11K 0.01%
453
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1196
$11K 0.01%
89
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1197
$11K 0.01%
76
-3
1198
$11K 0.01%
404
+141
1199
$11K 0.01%
230
+198
1200
$11K 0.01%
75
+4
46 47
48
49 50