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
151
$154K 0.14%
1,238
-170
152
$153K 0.13%
2,310
+761
153
$153K 0.13%
2,317
+530
154
$152K 0.13%
1,894
+880
155
$152K 0.13%
4,045
+2,547
156
$152K 0.13%
2,375
+670
157
$151K 0.13%
2,898
+1,062
158
$151K 0.13%
54,052
-84,312
159
$149K 0.13%
5,853
+79
160
$149K 0.13%
985
+564
161
$148K 0.13%
1,869
+1,861
162
$148K 0.13%
9,428
+6,887
163
$148K 0.13%
761
-1
164
$148K 0.13%
898
+252
165
$148K 0.13%
565
+381
166
$147K 0.13%
636
+250
167
$147K 0.13%
1,385
+1,380
168
$147K 0.13%
7,027
-929
169
$147K 0.13%
+6,064
170
$147K 0.13%
1,833
+132
171
$147K 0.13%
5,369
-414
172
$146K 0.13%
780
+383
173
$146K 0.13%
539
+139
174
$145K 0.13%
642
-224
175
$145K 0.13%
1,810
+1,808
5 6
7
8 9