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
351
$1K ﹤0.01%
127
352
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+13
353
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3
354
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+7
355
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356
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20
357
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358
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7
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361
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+41
362
$1K ﹤0.01%
+14
363
$1K ﹤0.01%
2,700
364
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$0 ﹤0.01%
6
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370
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375
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