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
176
$145K 0.13%
9,072
-8
177
$145K 0.13%
2,949
-482
178
$144K 0.13%
2,032
-3,426
179
$144K 0.13%
5,992
+5,886
180
$143K 0.13%
2,111
+320
181
$143K 0.13%
1,409
+472
182
$143K 0.13%
+4,247
183
$142K 0.13%
13,683
-9,694
184
$142K 0.13%
5,159
+122
185
$142K 0.13%
2,515
+2,118
186
$141K 0.12%
5,711
-93
187
$141K 0.12%
2,451
+1,167
188
$141K 0.12%
+5,446
189
$140K 0.12%
7,183
+1,689
190
$140K 0.12%
2,339
+78
191
$140K 0.12%
1,952
+220
192
$139K 0.12%
+5,048
193
$139K 0.12%
6,688
-64
194
$139K 0.12%
11,984
-1,072
195
$139K 0.12%
4,042
+3,878
196
$139K 0.12%
2,152
-134
197
$139K 0.12%
1,569
+132
198
$138K 0.12%
2,763
+177
199
$138K 0.12%
880
+429
200
$138K 0.12%
734
+65
6 7
8
9 10