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
1776
$1K ﹤0.01%
36
-32
1777
$1K ﹤0.01%
+25
1778
$1K ﹤0.01%
5
-12
1779
$1K ﹤0.01%
+20
1780
$1K ﹤0.01%
13
+7
1781
$1K ﹤0.01%
22
1782
$1K ﹤0.01%
9
1783
$1K ﹤0.01%
44
-36
1784
$1K ﹤0.01%
+48
1785
$1K ﹤0.01%
28
+13
1786
$1K ﹤0.01%
+15
1787
$1K ﹤0.01%
24
1788
$1K ﹤0.01%
27
1789
$1K ﹤0.01%
23
-28
1790
$1K ﹤0.01%
24
-2
1791
$1K ﹤0.01%
6
-668
1792
$1K ﹤0.01%
+19
1793
$1K ﹤0.01%
16
-27
1794
$1K ﹤0.01%
37
-229
1795
$1K ﹤0.01%
21
1796
$1K ﹤0.01%
14
+6
1797
$1K ﹤0.01%
45
-463
1798
$1K ﹤0.01%
41
-1,311
1799
$1K ﹤0.01%
11
+4
1800
$1K ﹤0.01%
3
70 71
72
73 74