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
1526
$4K ﹤0.01%
+36
1527
$4K ﹤0.01%
+543
1528
$4K ﹤0.01%
52
1529
$4K ﹤0.01%
126
+118
1530
$4K ﹤0.01%
169
+95
1531
$4K ﹤0.01%
+276
1532
$4K ﹤0.01%
121
-14
1533
$4K ﹤0.01%
+654
1534
$4K ﹤0.01%
891
+653
1535
$4K ﹤0.01%
57
+1
1536
$4K ﹤0.01%
+641
1537
$4K ﹤0.01%
218
+201
1538
$4K ﹤0.01%
440
1539
$4K ﹤0.01%
243
-67
1540
$4K ﹤0.01%
85
+5
1541
$4K ﹤0.01%
+537
1542
$4K ﹤0.01%
+154
1543
$4K ﹤0.01%
+386
1544
$4K ﹤0.01%
335
1545
$4K ﹤0.01%
+1,658
1546
$4K ﹤0.01%
107
-94
1547
$4K ﹤0.01%
+574
1548
$4K ﹤0.01%
214
-3,335
1549
$4K ﹤0.01%
107
+93
1550
$4K ﹤0.01%
144
+30
60 61
62
63 64