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
1501
$5K ﹤0.01%
106
+100
1502
$5K ﹤0.01%
1,313
+13
1503
$4K ﹤0.01%
67
-720
1504
$4K ﹤0.01%
+205
1505
$4K ﹤0.01%
+382
1506
$4K ﹤0.01%
269
-3
1507
$4K ﹤0.01%
+151
1508
$4K ﹤0.01%
+97
1509
$4K ﹤0.01%
+433
1510
$4K ﹤0.01%
255
+249
1511
$4K ﹤0.01%
+129
1512
$4K ﹤0.01%
+278
1513
$4K ﹤0.01%
196
-311
1514
$4K ﹤0.01%
94
+5
1515
$4K ﹤0.01%
+828
1516
$4K ﹤0.01%
159
+113
1517
$4K ﹤0.01%
200
-320
1518
$4K ﹤0.01%
190
-400
1519
$4K ﹤0.01%
+107
1520
$4K ﹤0.01%
189
-90
1521
$4K ﹤0.01%
+138
1522
$4K ﹤0.01%
112
1523
$4K ﹤0.01%
108
+99
1524
$4K ﹤0.01%
229
+75
1525
$4K ﹤0.01%
+78
59 60
61
62 63