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
1451
$6K 0.01%
250
-1
1452
$5K ﹤0.01%
307
-1,520
1453
$5K ﹤0.01%
240
+239
1454
$5K ﹤0.01%
98
+90
1455
$5K ﹤0.01%
113
+107
1456
$5K ﹤0.01%
130
1457
$5K ﹤0.01%
1,313
+13
1458
$5K ﹤0.01%
566
+540
1459
$5K ﹤0.01%
137
+5
1460
$5K ﹤0.01%
+167
1461
$5K ﹤0.01%
230
+44
1462
$5K ﹤0.01%
+350
1463
$5K ﹤0.01%
155
+74
1464
$5K ﹤0.01%
208
+6
1465
$5K ﹤0.01%
156
+10
1466
$5K ﹤0.01%
711
+112
1467
$5K ﹤0.01%
161
+147
1468
$5K ﹤0.01%
672
-6,978
1469
$5K ﹤0.01%
388
+94
1470
$5K ﹤0.01%
455
-67
1471
$5K ﹤0.01%
706
+20
1472
$5K ﹤0.01%
296
+3
1473
$5K ﹤0.01%
130
-6
1474
$5K ﹤0.01%
86
1475
$5K ﹤0.01%
191
+10
57 58
59
60 61