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
1951
$0 ﹤0.01%
+14
1952
$0 ﹤0.01%
7
-13
1953
– –
-5
1954
$0 ﹤0.01%
6
-1
1955
$0 ﹤0.01%
+8
1956
$0 ﹤0.01%
2
-1
1957
$0 ﹤0.01%
+26
1958
$0 ﹤0.01%
6
-6
1959
$0 ﹤0.01%
+6
1960
$0 ﹤0.01%
4
-1,296
1961
$0 ﹤0.01%
14
-119
1962
$0 ﹤0.01%
+5
1963
$0 ﹤0.01%
+29
1964
$0 ﹤0.01%
+1
1965
$0 ﹤0.01%
13
-3
1966
– –
0
1967
$0 ﹤0.01%
133
1968
– –
-147
1969
$0 ﹤0.01%
+3
1970
$0 ﹤0.01%
+15
1971
$0 ﹤0.01%
25
-5
1972
$0 ﹤0.01%
6
-1
1973
$0 ﹤0.01%
18
-4
1974
$0 ﹤0.01%
9
-4
1975
$0 ﹤0.01%
+6
77 78
79
80 81