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%
85
-76
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%
+416
1457
$5K ﹤0.01%
48
-452
1458
$5K ﹤0.01%
6
1459
$5K ﹤0.01%
130
1460
$5K ﹤0.01%
566
+540
1461
$5K ﹤0.01%
137
+5
1462
$5K ﹤0.01%
+167
1463
$5K ﹤0.01%
230
+44
1464
$5K ﹤0.01%
+350
1465
$5K ﹤0.01%
155
+74
1466
$5K ﹤0.01%
208
+6
1467
$5K ﹤0.01%
156
+10
1468
$5K ﹤0.01%
711
+112
1469
$5K ﹤0.01%
161
+147
1470
$5K ﹤0.01%
672
-6,978
1471
$5K ﹤0.01%
572
+531
1472
$5K ﹤0.01%
388
+94
1473
$5K ﹤0.01%
455
-67
1474
$5K ﹤0.01%
706
+20
1475
$5K ﹤0.01%
296
+3
57 58
59
60 61