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
2326
$0 ﹤0.01%
+5
2327
$0 ﹤0.01%
11
-2
2328
$0 ﹤0.01%
+11
2329
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+5
2330
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21
+12
2331
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11
-74
2332
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10
-9
2333
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2334
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2335
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2336
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41
+1
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2338
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+12
2339
$0 ﹤0.01%
15
-2
2340
– –
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2341
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-5
2342
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6
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9
+5
2345
– –
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5
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2347
$0 ﹤0.01%
+7
2348
$0 ﹤0.01%
+1
2349
$0 ﹤0.01%
40
-1,490
2350
– –
-8
92 93
94
95 96