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
2426
$0 ﹤0.01%
+5
2427
$0 ﹤0.01%
14
-5,701
2428
$0 ﹤0.01%
31
+9
2429
$0 ﹤0.01%
15
-12
2430
$0 ﹤0.01%
6
-6
2431
– –
-9
2432
$0 ﹤0.01%
31
-6
2433
– –
0
2434
$0 ﹤0.01%
+6
2435
$0 ﹤0.01%
11
-11
2436
$0 ﹤0.01%
+43
2437
$0 ﹤0.01%
+7
2438
$0 ﹤0.01%
12
-14
2439
$0 ﹤0.01%
+21
2440
$0 ﹤0.01%
12
-2
2441
$0 ﹤0.01%
8
-2
2442
– –
-68,586
2443
– –
-12
2444
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-8
2445
– –
-6
2446
– –
-4,100
2447
– –
-232
2448
– –
-20
2449
– –
-11,946
2450
– –
-15
96 97
98
99 100