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
$126M
AUM Growth
+$641K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 4.13%
2 Technology 4.12%
3 Financials 3.29%
4 Consumer Discretionary 2.68%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7K 0.01%
41
177
$7K 0.01%
53
178
$7K 0.01%
+135
179
$7K 0.01%
28
180
$7K 0.01%
+66
181
$7K 0.01%
286
182
$7K 0.01%
129
183
$6K ﹤0.01%
33
184
$6K ﹤0.01%
33
185
$6K ﹤0.01%
51
186
$6K ﹤0.01%
203
187
$6K ﹤0.01%
29
188
$6K ﹤0.01%
55
189
$6K ﹤0.01%
42
190
$6K ﹤0.01%
300
191
$6K ﹤0.01%
548
192
$6K ﹤0.01%
35
193
$6K ﹤0.01%
789
194
$5K ﹤0.01%
72
195
$5K ﹤0.01%
160
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$5K ﹤0.01%
100
197
$5K ﹤0.01%
250
198
$5K ﹤0.01%
181
199
$5K ﹤0.01%
286
200
$5K ﹤0.01%
47