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
1676
$2K ﹤0.01%
57
-5
1677
$2K ﹤0.01%
67
+48
1678
$2K ﹤0.01%
44
-12
1679
$2K ﹤0.01%
87
1680
$2K ﹤0.01%
79
1681
$2K ﹤0.01%
89
1682
$2K ﹤0.01%
73
-20
1683
$2K ﹤0.01%
121
-156
1684
$2K ﹤0.01%
68
1685
$2K ﹤0.01%
+135
1686
$2K ﹤0.01%
+33
1687
$2K ﹤0.01%
99
-54
1688
$2K ﹤0.01%
156
-195
1689
$2K ﹤0.01%
60
-44
1690
$2K ﹤0.01%
13
1691
$2K ﹤0.01%
17
-97
1692
$2K ﹤0.01%
101
-1
1693
$2K ﹤0.01%
+289
1694
$2K ﹤0.01%
+131
1695
$2K ﹤0.01%
+138
1696
$2K ﹤0.01%
109
-96
1697
$2K ﹤0.01%
+92
1698
$2K ﹤0.01%
+738
1699
$2K ﹤0.01%
+123
1700
$2K ﹤0.01%
198
-154
66 67
68
69 70