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
1
$3.83M 3.38%
14,453
-466
2
$1.15M 1.02%
26,299
+5,456
3
$981K 0.86%
4,211
-245
4
$936K 0.82%
6,783
-618
5
$890K 0.78%
24,471
+2,410
6
$881K 0.78%
27,532
+2,751
7
$870K 0.77%
7,697
-963
8
$850K 0.75%
4,738
+446
9
$846K 0.75%
3,167
+1,381
10
$803K 0.71%
32,833
+6,844
11
$712K 0.63%
7,437
-1,303
12
$663K 0.58%
92,491
+2,789
13
$619K 0.55%
51,764
-10,088
14
$610K 0.54%
12,190
+5,725
15
$578K 0.51%
15,822
+1,288
16
$473K 0.42%
18,365
+2,081
17
$462K 0.41%
1,621
-320
18
$457K 0.4%
594
19
$451K 0.4%
4,749
+4,744
20
$424K 0.37%
4,858
-626
21
$423K 0.37%
2,946
+73
22
$418K 0.37%
14,309
+245
23
$392K 0.35%
+4,080
24
$387K 0.34%
1,159
-142
25
$376K 0.33%
+54,047
1
2 3 4 5