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
1776
$1K ﹤0.01%
248
-175
1777
$1K ﹤0.01%
6
-29
1778
$1K ﹤0.01%
10
1779
$1K ﹤0.01%
9
+1
1780
$1K ﹤0.01%
62
-135
1781
$1K ﹤0.01%
+134
1782
$1K ﹤0.01%
+16
1783
$1K ﹤0.01%
+241
1784
$1K ﹤0.01%
59
+41
1785
$1K ﹤0.01%
65
-42
1786
$1K ﹤0.01%
63
-448
1787
$1K ﹤0.01%
19
-1
1788
$1K ﹤0.01%
9
+2
1789
$1K ﹤0.01%
28
+1
1790
$1K ﹤0.01%
11
1791
$1K ﹤0.01%
20
-1,807
1792
$1K ﹤0.01%
+97
1793
$1K ﹤0.01%
22
-84
1794
$1K ﹤0.01%
+23
1795
$1K ﹤0.01%
77
-101
1796
$1K ﹤0.01%
+76
1797
$1K ﹤0.01%
10
1798
$1K ﹤0.01%
9
-22
1799
$1K ﹤0.01%
+311
1800
$1K ﹤0.01%
10
-3
70 71
72
73 74