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
2076
$0 ﹤0.01%
1
-1
2077
– –
0
2078
– –
-79
2079
$0 ﹤0.01%
9
-5
2080
$0 ﹤0.01%
+7
2081
$0 ﹤0.01%
+14
2082
– –
-17
2083
$0 ﹤0.01%
23
+22
2084
$0 ﹤0.01%
3
-1
2085
$0 ﹤0.01%
5
-1
2086
$0 ﹤0.01%
42
+17
2087
$0 ﹤0.01%
10
-3
2088
$0 ﹤0.01%
3
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2089
$0 ﹤0.01%
28
-6
2090
$0 ﹤0.01%
+37
2091
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+27
2092
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1
2093
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2094
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2095
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10
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2096
$0 ﹤0.01%
11
-2
2097
$0 ﹤0.01%
9
-5
2098
$0 ﹤0.01%
+46
2099
$0 ﹤0.01%
+55
2100
$0 ﹤0.01%
14
-3
82 83
84
85 86