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
1851
$1K ﹤0.01%
22
+13
1852
$1K ﹤0.01%
45
-463
1853
$1K ﹤0.01%
41
-1,311
1854
$1K ﹤0.01%
11
+4
1855
$1K ﹤0.01%
3
1856
$1K ﹤0.01%
23
1857
$1K ﹤0.01%
11
+3
1858
$1K ﹤0.01%
16
+6
1859
$1K ﹤0.01%
+41
1860
$1K ﹤0.01%
36
-32
1861
$1K ﹤0.01%
+25
1862
$1K ﹤0.01%
5
-12
1863
$1K ﹤0.01%
6
-4
1864
$1K ﹤0.01%
42
+26
1865
$1K ﹤0.01%
12
+11
1866
$1K ﹤0.01%
+35
1867
$1K ﹤0.01%
+99
1868
$1K ﹤0.01%
19
-1
1869
$1K ﹤0.01%
15
1870
$1K ﹤0.01%
114
1871
$1K ﹤0.01%
45
-4
1872
$1K ﹤0.01%
147
-212
1873
$1K ﹤0.01%
+30
1874
– –
-2,300
1875
– –
-567
73 74
75
76 77