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%
+15
1752
$1K ﹤0.01%
24
1753
$1K ﹤0.01%
18
+9
1754
$1K ﹤0.01%
6
-668
1755
$1K ﹤0.01%
16
-4,122
1756
$1K ﹤0.01%
+19
1757
$1K ﹤0.01%
16
-27
1758
$1K ﹤0.01%
37
-229
1759
$1K ﹤0.01%
21
1760
$1K ﹤0.01%
14
+6
1761
$1K ﹤0.01%
21
+9
1762
$1K ﹤0.01%
44
+27
1763
$1K ﹤0.01%
+47
1764
$1K ﹤0.01%
22
+13
1765
$1K ﹤0.01%
45
-463
1766
$1K ﹤0.01%
41
-1,311
1767
$1K ﹤0.01%
11
+4
1768
$1K ﹤0.01%
3
1769
$1K ﹤0.01%
23
1770
$1K ﹤0.01%
11
+3
1771
$1K ﹤0.01%
6
-4
1772
$1K ﹤0.01%
42
+26
1773
$1K ﹤0.01%
12
+11
1774
$1K ﹤0.01%
+99
1775
$1K ﹤0.01%
19
-1
69 70
71
72 73