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
$254M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$573K
3
+$456K
4
MSFT icon
Microsoft
MSFT
+$362K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$200K

Top Sells

1
+$2.13M
2
+$515K
3
+$456K
4
AAPL icon
Apple
AAPL
+$422K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$350K

Sector Composition

1 Technology 9.38%
2 Healthcare 4.17%
3 Communication Services 4.13%
4 Consumer Discretionary 3.19%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
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