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
1926
– –
-11,946
1927
– –
-15
1928
– –
-1,497
1929
– –
-87
1930
– –
-43
1931
– –
0
1932
$0 ﹤0.01%
17
-6
1933
– –
-62
1934
$0 ﹤0.01%
+1
1935
$0 ﹤0.01%
7
1936
$0 ﹤0.01%
14
-38
1937
– –
-91
1938
$0 ﹤0.01%
+6
1939
$0 ﹤0.01%
6
-13
1940
$0 ﹤0.01%
4
1941
– –
-1,569
1942
$0 ﹤0.01%
23
-5
1943
$0 ﹤0.01%
20
-3
1944
$0 ﹤0.01%
4
-1
1945
$0 ﹤0.01%
4
-1
1946
$0 ﹤0.01%
5
-3
1947
$0 ﹤0.01%
11
-2
1948
– –
-15
1949
$0 ﹤0.01%
5
-52
1950
– –
-385
76 77
78
79 80