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
1826
$1K ﹤0.01%
77
-101
1827
$1K ﹤0.01%
11
1828
$1K ﹤0.01%
28
+1
1829
$1K ﹤0.01%
9
+2
1830
$1K ﹤0.01%
19
-1
1831
$1K ﹤0.01%
63
-448
1832
$1K ﹤0.01%
65
-42
1833
$1K ﹤0.01%
59
+41
1834
$1K ﹤0.01%
+241
1835
$1K ﹤0.01%
+16
1836
$1K ﹤0.01%
+134
1837
$1K ﹤0.01%
62
-135
1838
$1K ﹤0.01%
10
1839
$1K ﹤0.01%
6
-29
1840
$1K ﹤0.01%
5
+2
1841
$1K ﹤0.01%
10
+3
1842
$1K ﹤0.01%
11
+9
1843
$1K ﹤0.01%
15
+8
1844
$1K ﹤0.01%
22
+19
1845
$1K ﹤0.01%
62
-86
1846
$1K ﹤0.01%
24
+6
1847
$1K ﹤0.01%
10
-4
1848
$1K ﹤0.01%
31
+19
1849
$1K ﹤0.01%
21
+10
1850
$1K ﹤0.01%
48
72 73
74
75 76