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
2026
– –
-75
2027
– –
0
2028
$0 ﹤0.01%
5
2029
$0 ﹤0.01%
2
-19
2030
$0 ﹤0.01%
5
-1
2031
– –
-109
2032
– –
-3,814
2033
$0 ﹤0.01%
9
-7
2034
$0 ﹤0.01%
+15
2035
$0 ﹤0.01%
2
-1
2036
$0 ﹤0.01%
7
-8
2037
$0 ﹤0.01%
5
-62
2038
$0 ﹤0.01%
1
-56
2039
$0 ﹤0.01%
11
-382
2040
$0 ﹤0.01%
1
-1
2041
$0 ﹤0.01%
14
-102
2042
$0 ﹤0.01%
5
-57
2043
$0 ﹤0.01%
+5
2044
$0 ﹤0.01%
+13
2045
– –
0
2046
– –
-2,480
2047
$0 ﹤0.01%
8
-8
2048
$0 ﹤0.01%
15
-3
2049
$0 ﹤0.01%
7
-28
2050
$0 ﹤0.01%
5
-1
80 81
82
83 84