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
1826
$1K ﹤0.01%
65
-42
1827
$1K ﹤0.01%
59
+41
1828
$1K ﹤0.01%
+241
1829
$1K ﹤0.01%
+16
1830
$1K ﹤0.01%
+134
1831
$1K ﹤0.01%
62
-135
1832
$1K ﹤0.01%
6
-29
1833
$1K ﹤0.01%
5
+2
1834
$1K ﹤0.01%
10
+3
1835
$1K ﹤0.01%
11
+9
1836
$1K ﹤0.01%
15
+8
1837
$1K ﹤0.01%
22
+19
1838
$1K ﹤0.01%
62
-86
1839
$1K ﹤0.01%
24
+6
1840
$1K ﹤0.01%
10
-4
1841
$1K ﹤0.01%
31
+19
1842
$1K ﹤0.01%
21
+10
1843
$1K ﹤0.01%
48
1844
$1K ﹤0.01%
+87
1845
$1K ﹤0.01%
16
1846
$1K ﹤0.01%
48
-31
1847
$1K ﹤0.01%
146
-1,780
1848
$1K ﹤0.01%
+19
1849
$1K ﹤0.01%
1
1850
$1K ﹤0.01%
+69
72 73
74
75 76