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
2101
– –
-20
2102
– –
-90
2103
– –
-490
2104
$0 ﹤0.01%
11
-7
2105
$0 ﹤0.01%
+12
2106
$0 ﹤0.01%
11
-2
2107
$0 ﹤0.01%
+7
2108
$0 ﹤0.01%
+11
2109
$0 ﹤0.01%
+42
2110
$0 ﹤0.01%
27
+3
2111
$0 ﹤0.01%
17
-3
2112
$0 ﹤0.01%
4
-1
2113
$0 ﹤0.01%
4
-95
2114
$0 ﹤0.01%
15
2115
$0 ﹤0.01%
4
-1
2116
$0 ﹤0.01%
15
-2
2117
– –
-41
2118
$0 ﹤0.01%
8
2119
$0 ﹤0.01%
1
2120
– –
-185
2121
$0 ﹤0.01%
37
-7
2122
$0 ﹤0.01%
+5
2123
$0 ﹤0.01%
4
-3
2124
$0 ﹤0.01%
14
-2
2125
$0 ﹤0.01%
+2
83 84
85
86 87