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
1201
$11K 0.01%
52
-221
1202
$11K 0.01%
86
-222
1203
$11K 0.01%
101
-683
1204
$11K 0.01%
1,438
+18
1205
$11K 0.01%
+186
1206
$11K 0.01%
218
-823
1207
$11K 0.01%
532
-389
1208
$11K 0.01%
192
+188
1209
$11K 0.01%
491
-1,014
1210
$11K 0.01%
254
-158
1211
$11K 0.01%
257
-109
1212
$11K 0.01%
247
-4
1213
$11K 0.01%
345
-2
1214
$11K 0.01%
270
-1,202
1215
$11K 0.01%
189
-1
1216
$11K 0.01%
133
-4
1217
$11K 0.01%
310
-5,722
1218
$11K 0.01%
453
-4,105
1219
$11K 0.01%
193
-5
1220
$11K 0.01%
129
-2
1221
$11K 0.01%
55
+44
1222
$11K 0.01%
438
-32
1223
$11K 0.01%
468
+138
1224
$11K 0.01%
236
-1,260
1225
$11K 0.01%
442
+14
47 48
49
50 51