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
1701
$2K ﹤0.01%
+123
1702
$2K ﹤0.01%
198
-154
1703
$2K ﹤0.01%
52
+46
1704
$2K ﹤0.01%
153
-357
1705
$2K ﹤0.01%
118
-103
1706
$2K ﹤0.01%
77
+10
1707
$2K ﹤0.01%
7
-10
1708
$2K ﹤0.01%
313
-127
1709
$2K ﹤0.01%
191
+14
1710
$2K ﹤0.01%
156
-137
1711
$2K ﹤0.01%
52
-13
1712
$2K ﹤0.01%
70
-4
1713
$2K ﹤0.01%
138
+125
1714
$2K ﹤0.01%
+53
1715
$2K ﹤0.01%
36
-30
1716
$2K ﹤0.01%
422
-199
1717
$2K ﹤0.01%
169
+12
1718
$2K ﹤0.01%
+229
1719
$2K ﹤0.01%
15
-1,455
1720
$2K ﹤0.01%
+231
1721
$2K ﹤0.01%
342
-5
1722
$2K ﹤0.01%
174
-54
1723
$2K ﹤0.01%
54
-41
1724
$2K ﹤0.01%
+237
1725
$2K ﹤0.01%
10
-1
67 68
69
70 71