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
1751
$1K ﹤0.01%
+27
1752
$1K ﹤0.01%
80
-6
1753
$1K ﹤0.01%
2
-1
1754
$1K ﹤0.01%
29
+2
1755
$1K ﹤0.01%
+69
1756
$1K ﹤0.01%
1
1757
$1K ﹤0.01%
+19
1758
$1K ﹤0.01%
146
-1,780
1759
$1K ﹤0.01%
48
-31
1760
$1K ﹤0.01%
16
1761
$1K ﹤0.01%
+44
1762
$1K ﹤0.01%
+87
1763
$1K ﹤0.01%
48
1764
$1K ﹤0.01%
21
+10
1765
$1K ﹤0.01%
31
+19
1766
$1K ﹤0.01%
5
-2
1767
$1K ﹤0.01%
24
+6
1768
$1K ﹤0.01%
62
-86
1769
$1K ﹤0.01%
22
+19
1770
$1K ﹤0.01%
15
+8
1771
$1K ﹤0.01%
11
+9
1772
$1K ﹤0.01%
10
+3
1773
$1K ﹤0.01%
5
+2
1774
$1K ﹤0.01%
+24
1775
$1K ﹤0.01%
16
+1
69 70
71
72 73