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
2401
$0 ﹤0.01%
+3
2402
$0 ﹤0.01%
+8
2403
$0 ﹤0.01%
5
-22
2404
$0 ﹤0.01%
+29
2405
$0 ﹤0.01%
+1
2406
$0 ﹤0.01%
13
-3
2407
– –
0
2408
$0 ﹤0.01%
133
2409
– –
-147
2410
$0 ﹤0.01%
+3
2411
$0 ﹤0.01%
+15
2412
$0 ﹤0.01%
25
-5
2413
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6
-1
2414
$0 ﹤0.01%
18
-4
2415
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9
-4
2416
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48
-9
2417
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+23
2418
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16
-2
2419
$0 ﹤0.01%
+22
2420
$0 ﹤0.01%
2
+1
2421
$0 ﹤0.01%
+1
2422
$0 ﹤0.01%
+32
2423
$0 ﹤0.01%
18
-4
2424
$0 ﹤0.01%
16
-3
2425
$0 ﹤0.01%
18
-3
95 96
97
98 99