CF

Centaurus Financial Portfolio holdings

AUM $2.13B
1-Year Est. Return 23.95%
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$724M
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,520
New
Increased
Reduced
Closed

Top Buys

1 +$8.16M
2 +$7.62M
3 +$7.02M
4
HTGC icon
Hercules Capital
HTGC
+$5.51M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.36M

Sector Composition

1 Financials 9.76%
2 Technology 8.18%
3 Real Estate 6.53%
4 Industrials 4.68%
5 Consumer Discretionary 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$0 ﹤0.01%
+3
2477
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2478
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2479
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2480
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2481
0
2482
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2483
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2484
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2485
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2486
$0 ﹤0.01%
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2487
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2488
$0 ﹤0.01%
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2489
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2490
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2491
$0 ﹤0.01%
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2492
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2493
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2494
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2495
$0 ﹤0.01%
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2496
$0 ﹤0.01%
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2497
$0 ﹤0.01%
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2498
$0 ﹤0.01%
+13
2499
$0 ﹤0.01%
+1
2500
-3,325