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
1676
$2K ﹤0.01%
52
+46
1677
$2K ﹤0.01%
153
-357
1678
$2K ﹤0.01%
118
-103
1679
$2K ﹤0.01%
77
+10
1680
$2K ﹤0.01%
7
-10
1681
$2K ﹤0.01%
313
-127
1682
$2K ﹤0.01%
191
+14
1683
$2K ﹤0.01%
156
-137
1684
$2K ﹤0.01%
52
-13
1685
$2K ﹤0.01%
70
-4
1686
$2K ﹤0.01%
+229
1687
$2K ﹤0.01%
15
-1,455
1688
$2K ﹤0.01%
+231
1689
$2K ﹤0.01%
342
-5
1690
$2K ﹤0.01%
174
-54
1691
$2K ﹤0.01%
54
-41
1692
$2K ﹤0.01%
12
1693
$2K ﹤0.01%
172
-69
1694
$2K ﹤0.01%
914
+863
1695
$2K ﹤0.01%
18
+14
1696
$2K ﹤0.01%
+92
1697
$2K ﹤0.01%
80
-60
1698
$2K ﹤0.01%
75
+29
1699
$2K ﹤0.01%
66
+5
1700
$2K ﹤0.01%
48
+18
66 67
68
69 70