C

Covestor Portfolio holdings

AUM $191M
1-Year Est. Return 29.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.77%
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 16.66%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Industrials 11.34%
5 Healthcare 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$0 ﹤0.01%
+9
1952
– –
-467
1953
$0 ﹤0.01%
5
-4
1954
$0 ﹤0.01%
+1
1955
$0 ﹤0.01%
5
-10
1956
$0 ﹤0.01%
10
1957
$0 ﹤0.01%
28
+3
1958
$0 ﹤0.01%
2
-29
1959
$0 ﹤0.01%
+13
1960
– –
0
1961
$0 ﹤0.01%
+20
1962
– –
-1
1963
$0 ﹤0.01%
17
-2
1964
$0 ﹤0.01%
8
+1
1965
$0 ﹤0.01%
+1
1966
$0 ﹤0.01%
+5
1967
$0 ﹤0.01%
18
-4
1968
– –
-172
1969
$0 ﹤0.01%
2
-1
1970
– –
0
1971
$0 ﹤0.01%
8
-1
1972
$0 ﹤0.01%
+6
1973
$0 ﹤0.01%
5
-2
1974
$0 ﹤0.01%
+10
1975
$0 ﹤0.01%
+80
77 78
79
80 81