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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$15.2M
3 +$14.9M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$14.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 3.8%
2 Financials 3.42%
3 Technology 2.98%
4 Healthcare 2.33%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
+1
202
$0 ﹤0.01%
+2
203
$0 ﹤0.01%
+2
204
$0 ﹤0.01%
+3
205
$0 ﹤0.01%
+16
206
$0 ﹤0.01%
+400