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
2151
$1K ﹤0.01%
+3
2152
$1K ﹤0.01%
+60
2153
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+10
2154
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+160
2155
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2156
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+23
2157
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+42
2158
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+10
2159
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+52
2160
$1K ﹤0.01%
+37
2161
$1K ﹤0.01%
+31
2162
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+16
2163
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+36
2164
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+13
2165
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+7
2166
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+7
2167
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+63
2168
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+2
2169
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+34
2170
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+124
2171
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+50
2172
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+80
2173
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+15
2174
$1K ﹤0.01%
+100
2175
$1K ﹤0.01%
+100