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
1426
$6K 0.01%
101
+5
1427
$6K 0.01%
180
-129
1428
$6K 0.01%
+454
1429
$6K 0.01%
+86
1430
$6K 0.01%
761
+283
1431
$6K 0.01%
1,241
+1,194
1432
$6K 0.01%
110
-89
1433
$6K 0.01%
127
+86
1434
$6K 0.01%
253
-345
1435
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231
+108
1436
$6K 0.01%
18
+1
1437
$6K 0.01%
509
-2,857
1438
$6K 0.01%
200
-1,474
1439
$6K 0.01%
216
+11
1440
$6K 0.01%
124
-89
1441
$6K 0.01%
139
+134
1442
$6K 0.01%
152
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1443
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32
+2
1444
$6K 0.01%
106
+51
1445
$6K 0.01%
85
-76
1446
$6K 0.01%
+318
1447
$6K 0.01%
168
+1
1448
$6K 0.01%
132
-1,236
1449
$6K 0.01%
363
-3,893
1450
$6K 0.01%
+654
56 57
58
59 60