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
$1.64B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$11.9M
4
TSLA icon
Tesla
TSLA
+$10.8M
5
NBIS
Nebius Group N.V.
NBIS
+$9.51M

Top Sells

1
+$31.5M
2
+$10.9M
3
+$10.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.98M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$9.81M

Sector Composition

1 Technology 15.93%
2 Consumer Discretionary 6.5%
3 Communication Services 6.03%
4 Financials 4.83%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$521K 0.03%
1,974
+194
427
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5,348
+2,195
428
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429
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430
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431
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3,175
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432
$511K 0.03%
4,292
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433
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434
$507K 0.03%
27,830
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435
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436
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437
$501K 0.03%
27,070
+2,362
438
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8,336
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439
$498K 0.03%
6,231
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444
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445
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446
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447
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49,085
-14,076
448
$482K 0.03%
3,639
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449
$481K 0.03%
6,249
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450
$480K 0.03%
5,332
-108
16 17
18
19 20