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
2276
$0 ﹤0.01%
+16
2277
$0 ﹤0.01%
+32
2278
$0 ﹤0.01%
+14
2279
$0 ﹤0.01%
+5
2280
$0 ﹤0.01%
23
-4
2281
– –
-198
2282
– –
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6
-6
2284
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25
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2285
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+2
2286
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2287
$0 ﹤0.01%
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2289
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+2
2290
$0 ﹤0.01%
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-10
2291
$0 ﹤0.01%
18
+17
2292
– –
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2293
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$0 ﹤0.01%
+7
2297
– –
-1,767
2298
$0 ﹤0.01%
+5
2299
$0 ﹤0.01%
9
-1
2300
$0 ﹤0.01%
4
-7
90 91
92
93 94