C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
+$493K
2
+$490K
3
+$456K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K
5
KD icon
Kyndryl
KD
+$382K

Top Sells

1
+$965K
2
+$516K
3
+$470K
4
TECL icon
Direxion Daily Technology Bull 3x ETF
TECL
+$420K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388K

Sector Composition

1 Technology 16.66%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Industrials 11.44%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$2K ﹤0.01%
18
+14
1652
$2K ﹤0.01%
+92
1653
$2K ﹤0.01%
80
-60
1654
$2K ﹤0.01%
75
+29
1655
$2K ﹤0.01%
255
+86
1656
$2K ﹤0.01%
+191
1657
$2K ﹤0.01%
+95
1658
$2K ﹤0.01%
46
1659
$2K ﹤0.01%
+136
1660
$2K ﹤0.01%
209
-106
1661
$2K ﹤0.01%
77
+10
1662
$2K ﹤0.01%
7
-10
1663
$2K ﹤0.01%
313
-127
1664
$2K ﹤0.01%
191
+14
1665
$2K ﹤0.01%
156
-137
1666
$2K ﹤0.01%
52
-13
1667
$2K ﹤0.01%
70
-4
1668
$2K ﹤0.01%
138
+125
1669
$2K ﹤0.01%
+53
1670
$2K ﹤0.01%
116
+108
1671
$2K ﹤0.01%
142
+124
1672
$2K ﹤0.01%
66
+5
1673
$2K ﹤0.01%
48
+18
1674
$2K ﹤0.01%
142
+122
1675
$2K ﹤0.01%
+168
65 66
67
68 69