CF
Centaurus Financial Portfolio holdings
AUM
$1.71B
1-Year Return
19.34%
This Quarter Return
+16.68%
1 Year Return
+19.34%
3 Year Return
+64.48%
5 Year Return
+102.94%
10 Year Return
–
AUM
$950M
AUM Growth
+$228M
(+32%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
13.4%
Top 10 Holdings %
Top 10 Hldgs %
16.96%
Holding
808
New
168
Increased
294
Reduced
249
Closed
38
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$5.23M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$4.52M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$4.04M |
| 4 |
SHYF
The Shyft Group
SHYF
|
+$3.77M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$3.54M |
Sector Composition
| 1 | Technology | 11.51% |
| 2 | Financials | 6.5% |
| 3 | Consumer Discretionary | 5.21% |
| 4 | Industrials | 4.78% |
| 5 | Real Estate | 4.35% |
