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
1226
$11K 0.01%
338
-1,482
1227
$11K 0.01%
+1,315
1228
$10K 0.01%
149
-1,377
1229
$10K 0.01%
100
-771
1230
$10K 0.01%
128
+125
1231
$10K 0.01%
240
+130
1232
$10K 0.01%
152
-956
1233
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144
-132
1234
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125
-2
1235
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206
+25
1236
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283
-4
1237
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184
+32
1238
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444
-30
1239
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31
-60
1240
$10K 0.01%
125
-665
1241
$10K 0.01%
342
-886
1242
$10K 0.01%
+238
1243
$10K 0.01%
321
-152
1244
$10K 0.01%
506
-1
1245
$10K 0.01%
83
+3
1246
$10K 0.01%
198
+32
1247
$10K 0.01%
234
-1,151
1248
$10K 0.01%
+146
1249
$10K 0.01%
214
-398
1250
$10K 0.01%
47
-384
48 49
50
51 52