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
1851
$1K ﹤0.01%
+87
1852
$1K ﹤0.01%
16
1853
$1K ﹤0.01%
48
-31
1854
$1K ﹤0.01%
146
-1,780
1855
$1K ﹤0.01%
+19
1856
$1K ﹤0.01%
1
1857
$1K ﹤0.01%
+69
1858
$1K ﹤0.01%
29
+2
1859
$1K ﹤0.01%
2
-1
1860
$1K ﹤0.01%
80
-6
1861
$1K ﹤0.01%
+27
1862
$1K ﹤0.01%
30
+17
1863
$1K ﹤0.01%
112
-480
1864
$1K ﹤0.01%
1,202
1865
$1K ﹤0.01%
26
+16
1866
$1K ﹤0.01%
+10
1867
$1K ﹤0.01%
44
-1,564
1868
$1K ﹤0.01%
18
+9
1869
$1K ﹤0.01%
16
-4,122
1870
$1K ﹤0.01%
11
+3
1871
$1K ﹤0.01%
+99
1872
$1K ﹤0.01%
147
-212
1873
$1K ﹤0.01%
9
+1
1874
$0 ﹤0.01%
4
-7
1875
$0 ﹤0.01%
20
-3
73 74
75
76 77