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
1976
$0 ﹤0.01%
16
-7
1977
$0 ﹤0.01%
5
+2
1978
$0 ﹤0.01%
+10
1979
$0 ﹤0.01%
5
-141
1980
$0 ﹤0.01%
4
-1
1981
– –
-1
1982
$0 ﹤0.01%
+5
1983
$0 ﹤0.01%
22
-4
1984
– –
-5
1985
– –
-406
1986
$0 ﹤0.01%
6
-10
1987
$0 ﹤0.01%
+15
1988
$0 ﹤0.01%
32
+29
1989
$0 ﹤0.01%
20
-151
1990
$0 ﹤0.01%
+24
1991
$0 ﹤0.01%
+8
1992
$0 ﹤0.01%
18
-8
1993
$0 ﹤0.01%
6
-2
1994
$0 ﹤0.01%
+1
1995
$0 ﹤0.01%
20
-4
1996
$0 ﹤0.01%
16
1997
$0 ﹤0.01%
3
-2
1998
$0 ﹤0.01%
+3
1999
– –
-5
2000
$0 ﹤0.01%
12
-5
78 79
80
81 82