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
1826
$1K ﹤0.01%
5
-12
1827
$1K ﹤0.01%
+35
1828
$1K ﹤0.01%
62
+38
1829
$1K ﹤0.01%
+321
1830
$1K ﹤0.01%
19
-66
1831
$1K ﹤0.01%
7
1832
$1K ﹤0.01%
45
1833
$1K ﹤0.01%
18
-10
1834
$1K ﹤0.01%
129
+112
1835
$1K ﹤0.01%
30
-94
1836
$1K ﹤0.01%
+42
1837
$1K ﹤0.01%
9
-2
1838
$1K ﹤0.01%
+51
1839
$1K ﹤0.01%
10
-3
1840
$1K ﹤0.01%
+311
1841
$1K ﹤0.01%
77
-101
1842
$1K ﹤0.01%
+23
1843
$1K ﹤0.01%
22
-84
1844
$1K ﹤0.01%
+97
1845
$1K ﹤0.01%
11
1846
$1K ﹤0.01%
28
+1
1847
$1K ﹤0.01%
9
+2
1848
$1K ﹤0.01%
19
-1
1849
$1K ﹤0.01%
63
-448
1850
$1K ﹤0.01%
16
+1
72 73
74
75 76