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
1301
$9K 0.01%
449
-899
1302
$9K 0.01%
356
-2,896
1303
$9K 0.01%
2,830
1304
$9K 0.01%
924
-7,696
1305
$9K 0.01%
370
-3,090
1306
$9K 0.01%
128
-2
1307
$9K 0.01%
122
-298
1308
$9K 0.01%
302
-3
1309
$9K 0.01%
157
-2
1310
$9K 0.01%
157
-2
1311
$9K 0.01%
117
-594
1312
$9K 0.01%
93
-1
1313
$9K 0.01%
317
+312
1314
$9K 0.01%
+779
1315
$9K 0.01%
94
-47
1316
$8K 0.01%
1,081
-1
1317
$8K 0.01%
95
+93
1318
$8K 0.01%
154
-1,151
1319
$8K 0.01%
273
+249
1320
$8K 0.01%
489
-4
1321
$8K 0.01%
328
-7
1322
$8K 0.01%
1,321
-3,833
1323
$8K 0.01%
190
+34
1324
$8K 0.01%
238
-4
1325
$8K 0.01%
61
-451
51 52
53
54 55