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
1376
$7K 0.01%
139
+134
1377
$7K 0.01%
69
-490
1378
$7K 0.01%
+411
1379
$7K 0.01%
1,328
+627
1380
$7K 0.01%
423
-2,749
1381
$7K 0.01%
50
+49
1382
$7K 0.01%
1,132
1383
$7K 0.01%
400
-2,376
1384
$7K 0.01%
103
+96
1385
$7K 0.01%
162
+112
1386
$7K 0.01%
850
1387
$7K 0.01%
270
-3,523
1388
$7K 0.01%
+59
1389
$7K 0.01%
160
+147
1390
$7K 0.01%
519
-6,002
1391
$7K 0.01%
603
-9
1392
$7K 0.01%
169
+45
1393
$7K 0.01%
+292
1394
$7K 0.01%
301
-96
1395
$7K 0.01%
124
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1396
$7K 0.01%
216
-23
1397
$7K 0.01%
152
+12
1398
$7K 0.01%
265
-3
1399
$7K 0.01%
233
+5
1400
$7K 0.01%
93
54 55
56
57 58