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
1276
$9K 0.01%
92
-638
1277
$9K 0.01%
156
+3
1278
$9K 0.01%
116
1279
$9K 0.01%
87
-454
1280
$9K 0.01%
22
-11
1281
$9K 0.01%
358
-3
1282
$9K 0.01%
168
+63
1283
$9K 0.01%
450
+449
1284
$9K 0.01%
165
-98
1285
$9K 0.01%
419
1286
$9K 0.01%
98
1287
$9K 0.01%
131
-3
1288
$9K 0.01%
+67
1289
$9K 0.01%
77
-668
1290
$9K 0.01%
116
-5
1291
$9K 0.01%
336
-1,841
1292
$9K 0.01%
80
-9
1293
$9K 0.01%
274
+5
1294
$9K 0.01%
97
-1,185
1295
$9K 0.01%
133
-1,356
1296
$9K 0.01%
266
+121
1297
$9K 0.01%
449
-899
1298
$9K 0.01%
356
-2,896
1299
$9K 0.01%
2,830
1300
$9K 0.01%
924
-7,696
50 51
52
53 54