CF

Centaurus Financial Portfolio holdings

AUM $1.71B
1-Year Est. Return 19.34%
This Quarter Est. Return
1 Year Est. Return
+19.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$676M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1 +$7.91M
2 +$6.39M
3 +$5.69M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.89M
5
MBB icon
iShares MBS ETF
MBB
+$4.26M

Top Sells

1 +$5.13M
2 +$3.93M
3 +$3.77M
4
RITM icon
Rithm Capital
RITM
+$3.14M
5
META icon
Meta Platforms (Facebook)
META
+$2.26M

Sector Composition

1 Technology 10.09%
2 Financials 6.87%
3 Consumer Discretionary 5.07%
4 Real Estate 4.95%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-986
652
-7,222
653
-1,613
654
-4,763