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
1476
$5K ﹤0.01%
202
+193
1477
$5K ﹤0.01%
130
-6
1478
$5K ﹤0.01%
86
1479
$5K ﹤0.01%
191
+10
1480
$5K ﹤0.01%
561
1481
$5K ﹤0.01%
+176
1482
$5K ﹤0.01%
338
+144
1483
$5K ﹤0.01%
505
-1
1484
$5K ﹤0.01%
91
-58
1485
$5K ﹤0.01%
118
-1
1486
$5K ﹤0.01%
172
+18
1487
$5K ﹤0.01%
110
+8
1488
$5K ﹤0.01%
+46
1489
$5K ﹤0.01%
106
1490
$5K ﹤0.01%
96
-38
1491
$5K ﹤0.01%
49
1492
$5K ﹤0.01%
105
-848
1493
$5K ﹤0.01%
406
+1
1494
$5K ﹤0.01%
185
+5
1495
$5K ﹤0.01%
+236
1496
$5K ﹤0.01%
458
-23
1497
$5K ﹤0.01%
+198
1498
$5K ﹤0.01%
177
-8,984
1499
$5K ﹤0.01%
46
-17
1500
$5K ﹤0.01%
+173
58 59
60
61 62