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
1601
$3K ﹤0.01%
165
+67
1602
$3K ﹤0.01%
88
-165
1603
$3K ﹤0.01%
169
-140
1604
$3K ﹤0.01%
168
+155
1605
$3K ﹤0.01%
426
+50
1606
$3K ﹤0.01%
+413
1607
$3K ﹤0.01%
1,813
-9
1608
$3K ﹤0.01%
139
+134
1609
$3K ﹤0.01%
1,082
+28
1610
$3K ﹤0.01%
+587
1611
$3K ﹤0.01%
230
+220
1612
$3K ﹤0.01%
98
+83
1613
$3K ﹤0.01%
198
-12
1614
$3K ﹤0.01%
25
+18
1615
$3K ﹤0.01%
+139
1616
$3K ﹤0.01%
560
+24
1617
$3K ﹤0.01%
87
-76
1618
$3K ﹤0.01%
+146
1619
$3K ﹤0.01%
171
+157
1620
$3K ﹤0.01%
120
-47
1621
$3K ﹤0.01%
+114
1622
$3K ﹤0.01%
72
+17
1623
$3K ﹤0.01%
168
-156
1624
$3K ﹤0.01%
81
+72
1625
$3K ﹤0.01%
73
-56
63 64
65
66 67