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
1351
$8K 0.01%
124
-888
1352
$8K 0.01%
229
-49
1353
$8K 0.01%
188
-116
1354
$8K 0.01%
+127
1355
$8K 0.01%
+393
1356
$7K 0.01%
147
1357
$7K 0.01%
129
+123
1358
$7K 0.01%
461
-2
1359
$7K 0.01%
568
-3
1360
$7K 0.01%
125
-105
1361
$7K 0.01%
100
+96
1362
$7K 0.01%
182
+162
1363
$7K 0.01%
228
+226
1364
$7K 0.01%
139
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1365
$7K 0.01%
69
-490
1366
$7K 0.01%
+411
1367
$7K 0.01%
1,328
+627
1368
$7K 0.01%
423
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1369
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50
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1370
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1,132
1371
$7K 0.01%
400
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1372
$7K 0.01%
270
-3,523
1373
$7K 0.01%
+59
1374
$7K 0.01%
160
+147
1375
$7K 0.01%
519
-6,002
53 54
55
56 57