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
$724M
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,520
New
Increased
Reduced
Closed

Top Buys

1 +$8.16M
2 +$7.62M
3 +$7.02M
4
HTGC icon
Hercules Capital
HTGC
+$5.51M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.36M

Sector Composition

1 Financials 9.76%
2 Technology 8.18%
3 Real Estate 6.53%
4 Industrials 4.68%
5 Consumer Discretionary 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$9K ﹤0.01%
+500
1577
$9K ﹤0.01%
+3,376
1578
$9K ﹤0.01%
+8,467
1579
$9K ﹤0.01%
+1,050
1580
$9K ﹤0.01%
+140
1581
$9K ﹤0.01%
+400
1582
$9K ﹤0.01%
+275
1583
$9K ﹤0.01%
+500
1584
$9K ﹤0.01%
+1,500
1585
$9K ﹤0.01%
+77
1586
$9K ﹤0.01%
+90
1587
$9K ﹤0.01%
+207
1588
$9K ﹤0.01%
+284
1589
$9K ﹤0.01%
+150
1590
$9K ﹤0.01%
+560
1591
$9K ﹤0.01%
+382
1592
$9K ﹤0.01%
+795
1593
$9K ﹤0.01%
+364
1594
$9K ﹤0.01%
+100
1595
$9K ﹤0.01%
+270
1596
$9K ﹤0.01%
+336
1597
$9K ﹤0.01%
+251
1598
$9K ﹤0.01%
+450
1599
$9K ﹤0.01%
+1,740
1600
$9K ﹤0.01%
+800