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
1351
$8K 0.01%
+53
1352
$8K 0.01%
705
+700
1353
$8K 0.01%
398
+11
1354
$8K 0.01%
188
-116
1355
$8K 0.01%
+127
1356
$7K 0.01%
568
-3
1357
$7K 0.01%
125
-105
1358
$7K 0.01%
100
+96
1359
$7K 0.01%
182
+162
1360
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228
+226
1361
$7K 0.01%
139
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1362
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69
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1363
$7K 0.01%
129
+123
1364
$7K 0.01%
184
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1365
$7K 0.01%
833
-6
1366
$7K 0.01%
202
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1367
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204
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1369
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29
1371
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1373
$7K 0.01%
931
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1374
$7K 0.01%
341
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1375
$7K 0.01%
369
-22
53 54
55
56 57