CA

Centerpoint Advisors Portfolio holdings

AUM $295M
1-Year Est. Return 12.11%
This Quarter Est. Return
1 Year Est. Return
+12.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Sells

1 +$921K
2 +$674K
3 +$578K
4
ES icon
Eversource Energy
ES
+$322K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$246K

Sector Composition

1 Technology 8.84%
2 Communication Services 5.36%
3 Healthcare 4.37%
4 Financials 3.97%
5 Consumer Discretionary 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
18
477
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478
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-75
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481
-1,007
482
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483
$0 ﹤0.01%
2
484
$0 ﹤0.01%
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485
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486
$0 ﹤0.01%
1
487
-67