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
2176
$1K ﹤0.01%
+30
2177
$1K ﹤0.01%
+24
2178
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+40
2179
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+9
2180
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+258
2181
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+15
2182
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+35
2183
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+23
2184
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+25
2185
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+15
2186
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+30
2187
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+7
2188
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+9
2189
$1K ﹤0.01%
+600
2190
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+28
2191
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+76
2192
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+500
2193
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+29
2194
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+18
2195
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+27
2196
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+9
2197
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+52
2198
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+80
2199
$1K ﹤0.01%
+16
2200
$1K ﹤0.01%
+16