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%
188
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1352
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+127
1353
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+393
1354
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245
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1355
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+53
1356
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147
1357
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129
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1358
$7K 0.01%
184
-1,036
1359
$7K 0.01%
833
-6
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202
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201
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29
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227
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$7K 0.01%
+779
1367
$7K 0.01%
931
+920
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$7K 0.01%
341
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369
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461
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568
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1372
$7K 0.01%
125
-105
1373
$7K 0.01%
100
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1374
$7K 0.01%
182
+162
1375
$7K 0.01%
228
+226
53 54
55
56 57