CF
Centaurus Financial Portfolio holdings
AUM
$1.71B
1-Year Return
19.34%
This Quarter Return
-4.74%
1 Year Return
+19.34%
3 Year Return
+64.48%
5 Year Return
+102.94%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$11.8M
(+1.2%)
Cap. Flow
+$66.9M
Cap. Flow
% of AUM
6.52%
Top 10 Holdings %
Top 10 Hldgs %
16.54%
Holding
913
New
85
Increased
439
Reduced
267
Closed
64
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$8.38M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$8.26M |
| 3 |
Global X S&P 500 Covered Call ETF
XYLD
|
$7.81M |
| 4 |
Invesco QQQ Trust
QQQ
|
$5.4M |
| 5 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$4.7M |
Top Sells
Sector Composition
| 1 | Technology | 10.1% |
| 2 | Financials | 6.11% |
| 3 | Industrials | 5.27% |
| 4 | Consumer Discretionary | 4.98% |
| 5 | Real Estate | 3.98% |
