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
1951
$0 ﹤0.01%
+8
1952
$0 ﹤0.01%
29
-6
1953
– –
-14,019
1954
$0 ﹤0.01%
+27
1955
$0 ﹤0.01%
10
-2
1956
– –
-297
1957
$0 ﹤0.01%
6
-4
1958
$0 ﹤0.01%
+1
1959
– –
-5
1960
– –
-2,108
1961
– –
-179
1962
– –
-11
1963
$0 ﹤0.01%
+6
1964
$0 ﹤0.01%
4
-497
1965
$0 ﹤0.01%
+1
1966
– –
0
1967
$0 ﹤0.01%
+11
1968
$0 ﹤0.01%
+15
1969
$0 ﹤0.01%
12
-23
1970
$0 ﹤0.01%
+7
1971
$0 ﹤0.01%
+8
1972
$0 ﹤0.01%
20
-3
1973
$0 ﹤0.01%
10
-5
1974
$0 ﹤0.01%
+5
1975
$0 ﹤0.01%
9
-1
77 78
79
80 81