CA

Centerpoint Advisors Portfolio holdings

AUM $322M
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.92M
3
+$2.88M
4
UNH icon
UnitedHealth
UNH
+$165K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$49.4K

Top Sells

1
+$1.78M
2
+$1.76M
3
+$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.5K
5
XOM icon
Exxon Mobil
XOM
+$35.2K

Sector Composition

1 Technology 4.03%
2 Communication Services 3.77%
3 Financials 3.49%
4 Consumer Discretionary 2.61%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
45
252
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+43
253
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53
254
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383
255
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3
256
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