C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.77%
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 16.66%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Industrials 11.34%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$1K ﹤0.01%
53
1752
$1K ﹤0.01%
17
-51
1753
$1K ﹤0.01%
33
+20
1754
$1K ﹤0.01%
71
+23
1755
$1K ﹤0.01%
+139
1756
$1K ﹤0.01%
+138
1757
$1K ﹤0.01%
2
+1
1758
$1K ﹤0.01%
+20
1759
$1K ﹤0.01%
13
+7
1760
$1K ﹤0.01%
22
1761
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9
1762
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44
-36
1763
$1K ﹤0.01%
+48
1764
$1K ﹤0.01%
28
+13
1765
$1K ﹤0.01%
+15
1766
$1K ﹤0.01%
24
1767
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27
1768
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23
-28
1769
$1K ﹤0.01%
24
-2
1770
$1K ﹤0.01%
6
-668
1771
$1K ﹤0.01%
+19
1772
$1K ﹤0.01%
16
-27
1773
$1K ﹤0.01%
37
-229
1774
$1K ﹤0.01%
21
1775
$1K ﹤0.01%
14
+6
69 70
71
72 73