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
2076
$1K ﹤0.01%
+44
2077
$1K ﹤0.01%
+3
2078
$1K ﹤0.01%
+33
2079
$1K ﹤0.01%
+3
2080
$1K ﹤0.01%
+21
2081
$1K ﹤0.01%
+20
2082
$1K ﹤0.01%
+55
2083
$1K ﹤0.01%
+27
2084
$1K ﹤0.01%
+15
2085
$1K ﹤0.01%
+250
2086
$1K ﹤0.01%
+50
2087
$1K ﹤0.01%
+26
2088
$1K ﹤0.01%
+100
2089
$1K ﹤0.01%
+4
2090
$1K ﹤0.01%
+60
2091
$1K ﹤0.01%
+8
2092
$1K ﹤0.01%
+50
2093
$1K ﹤0.01%
+36
2094
$1K ﹤0.01%
+34
2095
$1K ﹤0.01%
+75
2096
$1K ﹤0.01%
+15
2097
$1K ﹤0.01%
+56
2098
$1K ﹤0.01%
+247
2099
$1K ﹤0.01%
+50
2100
$1K ﹤0.01%
+30