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
1626
$3K ﹤0.01%
171
+157
1627
$3K ﹤0.01%
120
-47
1628
$3K ﹤0.01%
+114
1629
$3K ﹤0.01%
72
+17
1630
$3K ﹤0.01%
168
-156
1631
$3K ﹤0.01%
81
+72
1632
$3K ﹤0.01%
73
-56
1633
$3K ﹤0.01%
103
-18
1634
$3K ﹤0.01%
340
1635
$3K ﹤0.01%
156
+135
1636
$3K ﹤0.01%
31
+2
1637
$3K ﹤0.01%
285
+65
1638
$3K ﹤0.01%
108
-26
1639
$3K ﹤0.01%
69
-53
1640
$3K ﹤0.01%
65
-41
1641
$3K ﹤0.01%
+357
1642
$3K ﹤0.01%
592
+307
1643
$3K ﹤0.01%
+631
1644
$3K ﹤0.01%
102
-17
1645
$2K ﹤0.01%
+202
1646
$2K ﹤0.01%
134
-767
1647
$2K ﹤0.01%
145
-4
1648
$2K ﹤0.01%
21
-32
1649
$2K ﹤0.01%
78
-68
1650
$2K ﹤0.01%
31
+2
64 65
66
67 68