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
$119M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$6.28M
3
+$5.56M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$573K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$244K

Top Sells

1
+$7.15M
2
+$6.42M
3
+$6.34M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$282K
5
PFE icon
Pfizer
PFE
+$247K

Sector Composition

1 Communication Services 3.98%
2 Technology 3.53%
3 Financials 3.27%
4 Industrials 2.73%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
+5
277
$3K ﹤0.01%
+52
278
$3K ﹤0.01%
+15
279
$3K ﹤0.01%
+47
280
$3K ﹤0.01%
+12
281
$3K ﹤0.01%
275
282
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+20
283
$2K ﹤0.01%
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285
$2K ﹤0.01%
250
286
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287
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97
288
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+30
289
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+74
290
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30
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+11
292
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10
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48
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32
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+23
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$2K ﹤0.01%
+42
298
$2K ﹤0.01%
+55
299
$2K ﹤0.01%
42
300
$2K ﹤0.01%
38
-112
10 11
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