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
1576
$3K ﹤0.01%
+173
1577
$3K ﹤0.01%
72
+50
1578
$3K ﹤0.01%
+86
1579
$3K ﹤0.01%
80
-15
1580
$3K ﹤0.01%
207
+96
1581
$3K ﹤0.01%
+259
1582
$3K ﹤0.01%
526
+93
1583
$3K ﹤0.01%
98
+55
1584
$3K ﹤0.01%
426
+50
1585
$3K ﹤0.01%
+413
1586
$3K ﹤0.01%
1,813
-9
1587
$3K ﹤0.01%
139
+134
1588
$3K ﹤0.01%
1,118
+29
1589
$3K ﹤0.01%
+587
1590
$3K ﹤0.01%
230
+220
1591
$3K ﹤0.01%
98
+83
1592
$3K ﹤0.01%
19
-1
1593
$3K ﹤0.01%
279
-7
1594
$3K ﹤0.01%
+88
1595
$3K ﹤0.01%
55
-3
1596
$3K ﹤0.01%
37
+12
1597
$3K ﹤0.01%
122
+72
1598
$3K ﹤0.01%
93
-69
1599
$3K ﹤0.01%
126
+119
1600
$3K ﹤0.01%
1,658
+1,604
62 63
64
65 66