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
1251
$10K 0.01%
194
-1,566
1252
$10K 0.01%
77
-47
1253
$10K 0.01%
274
-51
1254
$10K 0.01%
135
-977
1255
$10K 0.01%
337
+43
1256
$10K 0.01%
119
-1,361
1257
$10K 0.01%
128
+125
1258
$10K 0.01%
240
+130
1259
$10K 0.01%
152
-956
1260
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144
-132
1261
$10K 0.01%
125
-2
1262
$10K 0.01%
206
+25
1263
$10K 0.01%
+238
1264
$10K 0.01%
120
-1,195
1265
$10K 0.01%
29
1266
$10K 0.01%
176
-1,280
1267
$10K 0.01%
204
-439
1268
$10K 0.01%
57
-56
1269
$10K 0.01%
253
-24
1270
$10K 0.01%
+761
1271
$10K 0.01%
+715
1272
$10K 0.01%
149
-2
1273
$10K 0.01%
294
-5
1274
$9K 0.01%
111
-1,555
1275
$9K 0.01%
+67
49 50
51
52 53