C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
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
+$493K
2
+$490K
3
+$456K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K
5
KD icon
Kyndryl
KD
+$382K

Top Sells

1
+$965K
2
+$516K
3
+$470K
4
TECL icon
Direxion Daily Technology Bull 3x ETF
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 11.44%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$1K ﹤0.01%
44
+27
1752
$1K ﹤0.01%
+47
1753
$1K ﹤0.01%
22
+13
1754
$1K ﹤0.01%
+23
1755
$1K ﹤0.01%
22
-84
1756
$1K ﹤0.01%
+97
1757
$1K ﹤0.01%
20
-1,807
1758
$1K ﹤0.01%
+73
1759
$1K ﹤0.01%
11
+9
1760
$1K ﹤0.01%
20
1761
$1K ﹤0.01%
+38
1762
$1K ﹤0.01%
+108
1763
$1K ﹤0.01%
33
1764
$1K ﹤0.01%
82
1765
$1K ﹤0.01%
+48
1766
$1K ﹤0.01%
53
1767
$1K ﹤0.01%
17
-51
1768
$1K ﹤0.01%
33
+20
1769
$1K ﹤0.01%
71
+23
1770
$1K ﹤0.01%
+139
1771
$1K ﹤0.01%
+138
1772
$1K ﹤0.01%
2
+1
1773
$1K ﹤0.01%
23
1774
$1K ﹤0.01%
16
+6
1775
$1K ﹤0.01%
+41
69 70
71
72 73