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%
+173
1477
$5K ﹤0.01%
307
-1,520
1478
$5K ﹤0.01%
240
+239
1479
$5K ﹤0.01%
98
+90
1480
$5K ﹤0.01%
113
+107
1481
$5K ﹤0.01%
+350
1482
$5K ﹤0.01%
155
+74
1483
$5K ﹤0.01%
208
+6
1484
$5K ﹤0.01%
156
+10
1485
$5K ﹤0.01%
711
+112
1486
$5K ﹤0.01%
161
+147
1487
$5K ﹤0.01%
672
-6,978
1488
$5K ﹤0.01%
191
+10
1489
$5K ﹤0.01%
561
1490
$5K ﹤0.01%
+176
1491
$5K ﹤0.01%
338
+144
1492
$5K ﹤0.01%
505
-1
1493
$5K ﹤0.01%
91
-58
1494
$5K ﹤0.01%
172
+18
1495
$5K ﹤0.01%
110
+8
1496
$5K ﹤0.01%
105
-848
1497
$5K ﹤0.01%
406
+1
1498
$5K ﹤0.01%
185
+5
1499
$5K ﹤0.01%
+236
1500
$5K ﹤0.01%
458
-23
58 59
60
61 62