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
– –
-1,008
1977
$0 ﹤0.01%
3
-1
1978
– –
-120
1979
$0 ﹤0.01%
10
-911
1980
$0 ﹤0.01%
4
1981
$0 ﹤0.01%
21
-31
1982
$0 ﹤0.01%
9
-2
1983
– –
-2
1984
$0 ﹤0.01%
4
-3
1985
$0 ﹤0.01%
+21
1986
$0 ﹤0.01%
19
-6
1987
$0 ﹤0.01%
+11
1988
$0 ﹤0.01%
14
-9
1989
– –
-43
1990
– –
-3
1991
$0 ﹤0.01%
11
-2
1992
$0 ﹤0.01%
23
-3
1993
$0 ﹤0.01%
8
-2
1994
$0 ﹤0.01%
5
-76
1995
– –
-425
1996
$0 ﹤0.01%
+15
1997
– –
0
1998
$0 ﹤0.01%
11
-2
1999
$0 ﹤0.01%
11
-2
2000
$0 ﹤0.01%
20
-2,380
78 79
80
81 82