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
1726
$2K ﹤0.01%
12
1727
$2K ﹤0.01%
267
1728
$2K ﹤0.01%
5
1729
$2K ﹤0.01%
+16
1730
$2K ﹤0.01%
122
1731
$2K ﹤0.01%
133
+9
1732
$2K ﹤0.01%
78
+23
1733
$2K ﹤0.01%
+381
1734
$2K ﹤0.01%
83
-95
1735
$2K ﹤0.01%
66
-44
1736
$2K ﹤0.01%
+432
1737
$2K ﹤0.01%
+62
1738
$2K ﹤0.01%
138
-347
1739
$2K ﹤0.01%
22
-1
1740
$2K ﹤0.01%
64
+55
1741
$2K ﹤0.01%
+1,284
1742
$2K ﹤0.01%
105
-1,833
1743
$2K ﹤0.01%
3,513
1744
$1K ﹤0.01%
44
-1,564
1745
$1K ﹤0.01%
+73
1746
$1K ﹤0.01%
+10
1747
$1K ﹤0.01%
26
+16
1748
$1K ﹤0.01%
1,202
1749
$1K ﹤0.01%
112
-480
1750
$1K ﹤0.01%
30
+17
68 69
70
71 72