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%
223
+130
1427
$6K 0.01%
+40
1428
$6K 0.01%
260
-3
1429
$6K 0.01%
669
+10
1430
$6K 0.01%
101
+5
1431
$6K 0.01%
180
-129
1432
$6K 0.01%
+654
1433
$6K 0.01%
+454
1434
$6K 0.01%
+86
1435
$6K 0.01%
761
+283
1436
$6K 0.01%
250
-1
1437
$6K 0.01%
1,241
+1,194
1438
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110
-89
1439
$6K 0.01%
127
+86
1440
$6K 0.01%
253
-345
1441
$6K 0.01%
231
+108
1442
$6K 0.01%
18
+1
1443
$6K 0.01%
509
-2,857
1444
$6K 0.01%
200
-1,474
1445
$6K 0.01%
216
+11
1446
$6K 0.01%
124
-89
1447
$6K 0.01%
139
+134
1448
$6K 0.01%
152
+5
1449
$6K 0.01%
32
+2
1450
$6K 0.01%
106
+51
56 57
58
59 60