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

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%
603
-9
1377
$7K 0.01%
169
+45
1378
$7K 0.01%
+292
1379
$7K 0.01%
301
-96
1380
$7K 0.01%
124
+115
1381
$7K 0.01%
184
-1,036
1382
$7K 0.01%
833
-6
1383
$7K 0.01%
202
-1
1384
$7K 0.01%
204
-1
1385
$7K 0.01%
201
+189
1386
$7K 0.01%
+160
1387
$7K 0.01%
29
1388
$7K 0.01%
227
-2
1389
$7K 0.01%
+779
1390
$7K 0.01%
931
+920
1391
$7K 0.01%
341
-4
1392
$7K 0.01%
369
-22
1393
$7K 0.01%
103
+96
1394
$7K 0.01%
162
+112
1395
$7K 0.01%
850
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