C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
+$493K
2
+$490K
3
+$456K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K
5
KD icon
Kyndryl
KD
+$382K

Top Sells

1
+$965K
2
+$516K
3
+$470K
4
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$420K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388K

Sector Composition

1 Technology 16.66%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Industrials 11.44%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$7K 0.01%
603
-9
1402
$7K 0.01%
169
+45
1403
$7K 0.01%
+292
1404
$7K 0.01%
423
-2,749
1405
$7K 0.01%
50
+49
1406
$7K 0.01%
1,132
1407
$7K 0.01%
400
-2,376
1408
$6K 0.01%
176
-841
1409
$6K 0.01%
98
+93
1410
$6K 0.01%
269
+268
1411
$6K 0.01%
252
+67
1412
$6K 0.01%
151
+149
1413
$6K 0.01%
299
+176
1414
$6K 0.01%
203
+190
1415
$6K 0.01%
170
+8
1416
$6K 0.01%
+162
1417
$6K 0.01%
+191
1418
$6K 0.01%
129
-6
1419
$6K 0.01%
198
+72
1420
$6K 0.01%
190
1421
$6K 0.01%
1,591
-90
1422
$6K 0.01%
223
+130
1423
$6K 0.01%
+40
1424
$6K 0.01%
260
-3
1425
$6K 0.01%
669
+10
55 56
57
58 59