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
1401
$7K 0.01%
97
-19
1402
$7K 0.01%
246
-2,699
1403
$7K 0.01%
196
1404
$7K 0.01%
814
-7,551
1405
$7K 0.01%
201
-1
1406
$7K 0.01%
121
-1
1407
$7K 0.01%
170
-117
1408
$6K 0.01%
132
-1,236
1409
$6K 0.01%
168
+1
1410
$6K 0.01%
+318
1411
$6K 0.01%
176
-841
1412
$6K 0.01%
98
+93
1413
$6K 0.01%
269
+268
1414
$6K 0.01%
252
+67
1415
$6K 0.01%
363
-3,893
1416
$6K 0.01%
151
+149
1417
$6K 0.01%
299
+176
1418
$6K 0.01%
203
+190
1419
$6K 0.01%
170
+8
1420
$6K 0.01%
+162
1421
$6K 0.01%
+191
1422
$6K 0.01%
129
-6
1423
$6K 0.01%
198
+72
1424
$6K 0.01%
190
1425
$6K 0.01%
1,591
-90