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
1851
$1K ﹤0.01%
29
+2
1852
$1K ﹤0.01%
2
-1
1853
$1K ﹤0.01%
80
-6
1854
$1K ﹤0.01%
+27
1855
$1K ﹤0.01%
30
+17
1856
$1K ﹤0.01%
112
-480
1857
$1K ﹤0.01%
1,202
1858
$1K ﹤0.01%
26
+16
1859
$1K ﹤0.01%
+10
1860
$1K ﹤0.01%
+73
1861
$1K ﹤0.01%
44
-1,564
1862
$1K ﹤0.01%
18
+9
1863
$1K ﹤0.01%
16
-4,122
1864
$1K ﹤0.01%
11
+3
1865
$1K ﹤0.01%
+99
1866
$1K ﹤0.01%
147
-212
1867
$1K ﹤0.01%
9
+1
1868
$1K ﹤0.01%
10
1869
$1K ﹤0.01%
248
-175
1870
$1K ﹤0.01%
16
+1
1871
$1K ﹤0.01%
+24
1872
$1K ﹤0.01%
+44
1873
$1K ﹤0.01%
9
-2
1874
– –
-23
1875
$0 ﹤0.01%
+5
73 74
75
76 77