C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
+$493K
2
+$490K
3
+$456K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K
5
KD icon
Kyndryl
KD
+$382K

Top Sells

1
+$965K
2
+$516K
3
+$470K
4
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$420K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388K

Sector Composition

1 Technology 16.66%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Industrials 11.44%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$10K 0.01%
135
-977
1252
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119
-1,361
1253
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120
-1,195
1254
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29
1255
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176
-1,280
1256
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204
-439
1257
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57
-56
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253
-24
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+715
1260
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149
-2
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-5
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184
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444
-30
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321
-152
1266
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506
-1
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83
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47
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35
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337
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45
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1272
$10K 0.01%
252
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1273
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+761
1274
$9K 0.01%
270
1275
$9K 0.01%
87
-1,011
49 50
51
52 53