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%
5
1902
$0 ﹤0.01%
2
-19
1903
$0 ﹤0.01%
5
-1
1904
– –
-109
1905
$0 ﹤0.01%
14
-102
1906
$0 ﹤0.01%
5
-57
1907
$0 ﹤0.01%
+5
1908
$0 ﹤0.01%
+13
1909
– –
0
1910
– –
-2,480
1911
$0 ﹤0.01%
8
-8
1912
$0 ﹤0.01%
15
-3
1913
$0 ﹤0.01%
10
-286
1914
$0 ﹤0.01%
+13
1915
– –
0
1916
$0 ﹤0.01%
8
-167
1917
– –
-41
1918
$0 ﹤0.01%
3
-20
1919
$0 ﹤0.01%
9
-5
1920
$0 ﹤0.01%
1
-1
1921
– –
0
1922
– –
-79
1923
$0 ﹤0.01%
23
+22
1924
$0 ﹤0.01%
3
-1
1925
$0 ﹤0.01%
12
-6
75 76
77
78 79