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
101
$177K 0.16%
9,754
+5,495
102
$176K 0.16%
2,965
+2,895
103
$176K 0.16%
955
+794
104
$175K 0.15%
2,316
+873
105
$174K 0.15%
720
+389
106
$173K 0.15%
3,747
+1,253
107
$173K 0.15%
1,458
+696
108
$173K 0.15%
4,482
+4,399
109
$173K 0.15%
3,089
110
$173K 0.15%
5,577
+5,531
111
$172K 0.15%
3,890
-1,450
112
$172K 0.15%
444
+28
113
$172K 0.15%
2,291
+1,918
114
$172K 0.15%
2,830
+840
115
$171K 0.15%
10,901
+3,690
116
$171K 0.15%
2,649
-285
117
$170K 0.15%
3,062
+3,056
118
$170K 0.15%
8,665
+8,643
119
$170K 0.15%
4,139
+4,121
120
$169K 0.15%
6,848
+4,303
121
$169K 0.15%
1,492
-556
122
$167K 0.15%
829
-306
123
$166K 0.15%
1,387
+504
124
$166K 0.15%
6,496
-79
125
$165K 0.15%
2,470
+1,448
3 4
5
6 7