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
$1.5B
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$11.6M
3 +$9.6M
4
AAPL icon
Apple
AAPL
+$8.64M
5
MSFT icon
Microsoft
MSFT
+$7.74M

Sector Composition

1 Technology 13.39%
2 Consumer Discretionary 4.87%
3 Financials 4.84%
4 Industrials 4.17%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-19,864
852
-12,062
853
-593