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
2301
$0 ﹤0.01%
20
-3
2302
$0 ﹤0.01%
20
-12
2303
$0 ﹤0.01%
25
-5
2304
$0 ﹤0.01%
30
-10
2305
$0 ﹤0.01%
5
-6
2306
$0 ﹤0.01%
2
-1
2307
$0 ﹤0.01%
7
2308
$0 ﹤0.01%
4
-63
2309
– –
-1
2310
$0 ﹤0.01%
+21
2311
$0 ﹤0.01%
23
-5
2312
$0 ﹤0.01%
5
-1
2313
$0 ﹤0.01%
6
-3
2314
$0 ﹤0.01%
7
-4
2315
$0 ﹤0.01%
12
2316
– –
-23
2317
$0 ﹤0.01%
20
-4
2318
– –
-3
2319
$0 ﹤0.01%
11
-15
2320
– –
0
2321
$0 ﹤0.01%
5
-2
2322
$0 ﹤0.01%
29
+9
2323
– –
-111
2324
$0 ﹤0.01%
6
-1
2325
$0 ﹤0.01%
9
-1,567
91 92
93
94 95