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
1651
$2K ﹤0.01%
+202
1652
$2K ﹤0.01%
134
-767
1653
$2K ﹤0.01%
145
-4
1654
$2K ﹤0.01%
21
-32
1655
$2K ﹤0.01%
78
-68
1656
$2K ﹤0.01%
31
+2
1657
$2K ﹤0.01%
45
+3
1658
$2K ﹤0.01%
255
+86
1659
$2K ﹤0.01%
+191
1660
$2K ﹤0.01%
+136
1661
$2K ﹤0.01%
209
-106
1662
$2K ﹤0.01%
+95
1663
$2K ﹤0.01%
46
1664
$2K ﹤0.01%
116
+108
1665
$2K ﹤0.01%
142
+124
1666
$2K ﹤0.01%
+194
1667
$2K ﹤0.01%
+141
1668
$2K ﹤0.01%
213
+107
1669
$2K ﹤0.01%
66
+5
1670
$2K ﹤0.01%
48
+18
1671
$2K ﹤0.01%
142
+122
1672
$2K ﹤0.01%
+168
1673
$2K ﹤0.01%
57
-5
1674
$2K ﹤0.01%
67
+48
1675
$2K ﹤0.01%
44
-12
65 66
67
68 69