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
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904
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905
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906
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907
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908
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909
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910
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911
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912
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913
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914
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915
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916
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917
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918
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920
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921
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923
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924
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925
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