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 9.77%
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
1751
$6K ﹤0.01%
+500
1752
$6K ﹤0.01%
+371
1753
$6K ﹤0.01%
+200
1754
$6K ﹤0.01%
+753
1755
$6K ﹤0.01%
+191
1756
$6K ﹤0.01%
+100
1757
$6K ﹤0.01%
+168
1758
$6K ﹤0.01%
+358
1759
$6K ﹤0.01%
+138
1760
$5K ﹤0.01%
+337
1761
$5K ﹤0.01%
+1,187
1762
$5K ﹤0.01%
+127
1763
$5K ﹤0.01%
+250
1764
$5K ﹤0.01%
+91
1765
$5K ﹤0.01%
+224
1766
$5K ﹤0.01%
+176
1767
$5K ﹤0.01%
+70
1768
$5K ﹤0.01%
+200
1769
$5K ﹤0.01%
+107
1770
$5K ﹤0.01%
+651
1771
$5K ﹤0.01%
+44
1772
$5K ﹤0.01%
+2,380
1773
$5K ﹤0.01%
+134
1774
$5K ﹤0.01%
+250
1775
$5K ﹤0.01%
+300