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
1326
$8K 0.01%
108
1327
$8K 0.01%
162
+63
1328
$8K 0.01%
93
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1329
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1330
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477
1331
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587
+319
1332
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63
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1333
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705
+700
1334
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398
+11
1335
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105
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$8K 0.01%
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+8
1337
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514
1338
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1340
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1341
$8K 0.01%
58
+48
1342
$8K 0.01%
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+489
1345
$8K 0.01%
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$8K 0.01%
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-19
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$8K 0.01%
350
-1,209
1348
$8K 0.01%
97
+6
1349
$8K 0.01%
124
-888
1350
$8K 0.01%
229
-49
52 53
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55 56