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
1776
$1K ﹤0.01%
47
-236
1777
$1K ﹤0.01%
21
+9
1778
$1K ﹤0.01%
44
+27
1779
$1K ﹤0.01%
+47
1780
$1K ﹤0.01%
22
+13
1781
$1K ﹤0.01%
45
-463
1782
$1K ﹤0.01%
41
-1,311
1783
$1K ﹤0.01%
11
+4
1784
$1K ﹤0.01%
3
1785
$1K ﹤0.01%
23
1786
$1K ﹤0.01%
16
+6
1787
$1K ﹤0.01%
+41
1788
$1K ﹤0.01%
36
-32
1789
$1K ﹤0.01%
+25
1790
$1K ﹤0.01%
5
-12
1791
$1K ﹤0.01%
6
-4
1792
$1K ﹤0.01%
42
+26
1793
$1K ﹤0.01%
12
+11
1794
$1K ﹤0.01%
+35
1795
$1K ﹤0.01%
19
-1
1796
$1K ﹤0.01%
15
1797
$1K ﹤0.01%
114
1798
$1K ﹤0.01%
45
-4
1799
$1K ﹤0.01%
+30
1800
$1K ﹤0.01%
5
70 71
72
73 74