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Centerpoint Advisors Portfolio holdings

AUM $307M
1-Year Est. Return 19.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.73%
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
+$6.75M
2
+$6.2M
3
+$5.45M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$583K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$255K

Top Sells

1
+$6.94M
2
+$6.34M
3
+$6.31M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$293K
5
PFE icon
Pfizer
PFE
+$244K

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
301
$2K ﹤0.01%
+25
302
$2K ﹤0.01%
+18
303
$2K ﹤0.01%
+25
304
$2K ﹤0.01%
+74
305
$2K ﹤0.01%
+19
306
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307
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308
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310
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+14
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+18
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$2K ﹤0.01%
+13
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$2K ﹤0.01%
+45
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$2K ﹤0.01%
63
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150
320
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100
321
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27
+2
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$2K ﹤0.01%
+14
323
$2K ﹤0.01%
+26
324
$2K ﹤0.01%
+31
325
$2K ﹤0.01%
500
-250
11 12
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