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
1426
$6K 0.01%
260
-3
1427
$6K 0.01%
669
+10
1428
$6K 0.01%
101
+5
1429
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180
-129
1430
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+454
1431
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+86
1432
$6K 0.01%
761
+283
1433
$6K 0.01%
250
-1
1434
$6K 0.01%
1,241
+1,194
1435
$6K 0.01%
110
-89
1436
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127
+86
1437
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1438
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231
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1439
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18
+1
1440
$6K 0.01%
509
-2,857
1441
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200
-1,474
1442
$6K 0.01%
216
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1443
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124
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1445
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152
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1446
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32
+2
1447
$6K 0.01%
106
+51
1448
$6K 0.01%
85
-76
1449
$6K 0.01%
+318
1450
$6K 0.01%
168
+1
56 57
58
59 60