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
126
$165K 0.15%
9,626
+2,108
127
$164K 0.14%
4,077
-1,711
128
$164K 0.14%
636
-16
129
$163K 0.14%
14,153
+13,942
130
$163K 0.14%
+1,130
131
$163K 0.14%
1,527
+596
132
$162K 0.14%
2,584
+878
133
$161K 0.14%
2,074
+747
134
$161K 0.14%
2,683
+165
135
$161K 0.14%
1,881
+324
136
$160K 0.14%
919
-83
137
$160K 0.14%
473
-99
138
$159K 0.14%
617
+81
139
$159K 0.14%
490
-272
140
$159K 0.14%
+2,899
141
$158K 0.14%
2,215
+759
142
$158K 0.14%
5,542
+2,033
143
$157K 0.14%
7,176
+4,057
144
$157K 0.14%
6,425
+354
145
$156K 0.14%
5,528
+4,372
146
$156K 0.14%
9,605
-104
147
$155K 0.14%
11,922
+11,397
148
$154K 0.14%
3,404
+1,831
149
$154K 0.14%
1,940
+865
150
$154K 0.14%
2,746
-1,565
4 5
6
7 8