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
2051
$0 ﹤0.01%
7
+2
2052
$0 ﹤0.01%
16
-2
2053
$0 ﹤0.01%
+16
2054
$0 ﹤0.01%
25
-183
2055
$0 ﹤0.01%
18
+2
2056
$0 ﹤0.01%
24
-616
2057
$0 ﹤0.01%
9
-10
2058
$0 ﹤0.01%
18
+17
2059
$0 ﹤0.01%
5
-2
2060
$0 ﹤0.01%
12
-3
2061
$0 ﹤0.01%
6
-3
2062
$0 ﹤0.01%
+7
2063
– –
-1,767
2064
$0 ﹤0.01%
+5
2065
$0 ﹤0.01%
9
-1
2066
$0 ﹤0.01%
30
-10
2067
$0 ﹤0.01%
6
-3
2068
$0 ﹤0.01%
7
-4
2069
$0 ﹤0.01%
12
2070
– –
0
2071
$0 ﹤0.01%
5
-2
2072
$0 ﹤0.01%
29
+9
2073
– –
-111
2074
$0 ﹤0.01%
+5
2075
$0 ﹤0.01%
11
-2
81 82
83
84 85