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
$0 ﹤0.01%
10
-4
1927
$0 ﹤0.01%
14
-3
1928
– –
-90
1929
– –
-490
1930
$0 ﹤0.01%
11
-7
1931
$0 ﹤0.01%
+11
1932
$0 ﹤0.01%
17
-3
1933
$0 ﹤0.01%
4
-1
1934
$0 ﹤0.01%
15
-2
1935
– –
-41
1936
$0 ﹤0.01%
8
1937
$0 ﹤0.01%
1
1938
– –
-185
1939
$0 ﹤0.01%
37
-7
1940
$0 ﹤0.01%
+5
1941
$0 ﹤0.01%
4
-3
1942
$0 ﹤0.01%
14
-2
1943
$0 ﹤0.01%
14
-2
1944
$0 ﹤0.01%
+6
1945
$0 ﹤0.01%
17
+8
1946
– –
-16
1947
$0 ﹤0.01%
6
-1
1948
$0 ﹤0.01%
+25
1949
– –
0
1950
$0 ﹤0.01%
+6
76 77
78
79 80