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
1801
$1K ﹤0.01%
62
+38
1802
$1K ﹤0.01%
+321
1803
$1K ﹤0.01%
19
-66
1804
$1K ﹤0.01%
7
1805
$1K ﹤0.01%
45
1806
$1K ﹤0.01%
18
-10
1807
$1K ﹤0.01%
129
+112
1808
$1K ﹤0.01%
30
-94
1809
$1K ﹤0.01%
+42
1810
$1K ﹤0.01%
+51
1811
$1K ﹤0.01%
10
-3
1812
$1K ﹤0.01%
+311
1813
$1K ﹤0.01%
9
-22
1814
$1K ﹤0.01%
10
1815
$1K ﹤0.01%
+76
1816
$1K ﹤0.01%
77
-101
1817
$1K ﹤0.01%
+23
1818
$1K ﹤0.01%
22
-84
1819
$1K ﹤0.01%
+97
1820
$1K ﹤0.01%
20
-1,807
1821
$1K ﹤0.01%
11
1822
$1K ﹤0.01%
28
+1
1823
$1K ﹤0.01%
9
+2
1824
$1K ﹤0.01%
19
-1
1825
$1K ﹤0.01%
63
-448
71 72
73
74 75