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%
3
-2
2052
$0 ﹤0.01%
+11
2053
$0 ﹤0.01%
6
2054
$0 ﹤0.01%
+7
2055
– –
-8
2056
$0 ﹤0.01%
+6
2057
$0 ﹤0.01%
10
-286
2058
$0 ﹤0.01%
+13
2059
– –
0
2060
$0 ﹤0.01%
+7
2061
$0 ﹤0.01%
6
-4
2062
– –
-11
2063
$0 ﹤0.01%
1
-1
2064
$0 ﹤0.01%
+3
2065
$0 ﹤0.01%
8
-167
2066
– –
-41
2067
$0 ﹤0.01%
3
-20
2068
$0 ﹤0.01%
7
-2
2069
$0 ﹤0.01%
9
-5
2070
$0 ﹤0.01%
6
-1
2071
$0 ﹤0.01%
+3
2072
$0 ﹤0.01%
+9
2073
$0 ﹤0.01%
10
-2
2074
$0 ﹤0.01%
2
-2
2075
$0 ﹤0.01%
1
-1
81 82
83
84 85