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%
142
+122
1702
$2K ﹤0.01%
+168
1703
$2K ﹤0.01%
57
-5
1704
$2K ﹤0.01%
73
-20
1705
$2K ﹤0.01%
121
-156
1706
$2K ﹤0.01%
68
1707
$2K ﹤0.01%
+135
1708
$2K ﹤0.01%
+33
1709
$2K ﹤0.01%
99
-54
1710
$2K ﹤0.01%
156
-195
1711
$2K ﹤0.01%
60
-44
1712
$2K ﹤0.01%
13
1713
$2K ﹤0.01%
17
-97
1714
$2K ﹤0.01%
101
-1
1715
$2K ﹤0.01%
+289
1716
$2K ﹤0.01%
54
+4
1717
$2K ﹤0.01%
+157
1718
$2K ﹤0.01%
85
-97
1719
$2K ﹤0.01%
51
+50
1720
$2K ﹤0.01%
138
+125
1721
$2K ﹤0.01%
+53
1722
$2K ﹤0.01%
36
-30
1723
$2K ﹤0.01%
422
-199
1724
$2K ﹤0.01%
169
+12
1725
$2K ﹤0.01%
+237
67 68
69
70 71