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
1901
$0 ﹤0.01%
+7
1902
$0 ﹤0.01%
12
-14
1903
$0 ﹤0.01%
+21
1904
$0 ﹤0.01%
+6
1905
$0 ﹤0.01%
+8
1906
$0 ﹤0.01%
29
-6
1907
– –
-14,019
1908
$0 ﹤0.01%
12
-2
1909
$0 ﹤0.01%
8
-2
1910
$0 ﹤0.01%
+27
1911
– –
-68,586
1912
$0 ﹤0.01%
10
-2
1913
– –
-297
1914
$0 ﹤0.01%
6
-4
1915
$0 ﹤0.01%
+1
1916
– –
-12
1917
– –
-5
1918
– –
-2,108
1919
– –
-8
1920
– –
-6
1921
– –
-179
1922
– –
-4,100
1923
– –
-232
1924
– –
-11
1925
– –
-20
75 76
77
78 79