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
$322M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$344K
3 +$278K
4
NVDA icon
NVIDIA
NVDA
+$260K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$246K

Top Sells

1 +$740K
2 +$501K
3 +$389K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$67.8K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$41.5K

Sector Composition

1 Technology 10.29%
2 Communication Services 4.56%
3 Financials 2.91%
4 Healthcare 2.13%
5 Consumer Discretionary 1.58%