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
201
$137K 0.12%
4,665
+598
202
$137K 0.12%
2,117
+171
203
$137K 0.12%
2,643
+2,418
204
$137K 0.12%
5,140
+5,121
205
$137K 0.12%
3,521
-1,195
206
$136K 0.12%
2,426
+107
207
$136K 0.12%
11,472
+6,115
208
$136K 0.12%
3,123
+1,109
209
$136K 0.12%
1,566
+427
210
$135K 0.12%
3,073
+4
211
$135K 0.12%
1,783
+1,776
212
$134K 0.12%
10,681
+3,986
213
$133K 0.12%
1,975
-178
214
$132K 0.12%
876
+553
215
$132K 0.12%
1,366
-594
216
$132K 0.12%
3,044
+60
217
$132K 0.12%
4,926
-12
218
$132K 0.12%
1,256
-38
219
$132K 0.12%
1,237
+309
220
$132K 0.12%
158
+57
221
$130K 0.11%
3,600
+3,395
222
$130K 0.11%
4,300
+1,100
223
$129K 0.11%
11,600
+732
224
$129K 0.11%
462
+461
225
$129K 0.11%
355
+122
7 8
9
10 11