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
1551
$4K ﹤0.01%
170
-74
1552
$4K ﹤0.01%
45
1553
$4K ﹤0.01%
193
-11
1554
$4K ﹤0.01%
282
-7
1555
$4K ﹤0.01%
693
+691
1556
$4K ﹤0.01%
509
+476
1557
$4K ﹤0.01%
208
-1
1558
$4K ﹤0.01%
+1,045
1559
$4K ﹤0.01%
269
+112
1560
$4K ﹤0.01%
223
+10
1561
$4K ﹤0.01%
401
+385
1562
$4K ﹤0.01%
93
1563
$4K ﹤0.01%
97
1564
$4K ﹤0.01%
761
+736
1565
$4K ﹤0.01%
+88
1566
$4K ﹤0.01%
48
-497
1567
$4K ﹤0.01%
118
-16
1568
$4K ﹤0.01%
255
-61
1569
$4K ﹤0.01%
51
1570
$4K ﹤0.01%
686
+183
1571
$4K ﹤0.01%
314
-239
1572
$4K ﹤0.01%
169
+83
1573
$3K ﹤0.01%
+484
1574
$3K ﹤0.01%
198
-6
1575
$3K ﹤0.01%
77
-141
61 62
63
64 65