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
1451
$6K 0.01%
132
-1,236
1452
$5K ﹤0.01%
+416
1453
$5K ﹤0.01%
48
-452
1454
$5K ﹤0.01%
6
1455
$5K ﹤0.01%
130
1456
$5K ﹤0.01%
566
+540
1457
$5K ﹤0.01%
137
+5
1458
$5K ﹤0.01%
+167
1459
$5K ﹤0.01%
230
+44
1460
$5K ﹤0.01%
572
+531
1461
$5K ﹤0.01%
388
+94
1462
$5K ﹤0.01%
455
-67
1463
$5K ﹤0.01%
706
+20
1464
$5K ﹤0.01%
296
+3
1465
$5K ﹤0.01%
202
+193
1466
$5K ﹤0.01%
130
-6
1467
$5K ﹤0.01%
86
1468
$5K ﹤0.01%
118
-1
1469
$5K ﹤0.01%
+46
1470
$5K ﹤0.01%
106
1471
$5K ﹤0.01%
96
-38
1472
$5K ﹤0.01%
49
1473
$5K ﹤0.01%
+198
1474
$5K ﹤0.01%
177
-8,984
1475
$5K ﹤0.01%
46
-17
57 58
59
60 61