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
$119M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$6.28M
3
+$5.56M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$573K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$244K

Top Sells

1
+$7.15M
2
+$6.42M
3
+$6.34M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$282K
5
PFE icon
Pfizer
PFE
+$247K

Sector Composition

1 Communication Services 3.98%
2 Technology 3.53%
3 Financials 3.27%
4 Industrials 2.73%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K 0.01%
100
202
$6K 0.01%
150
+143
203
$6K 0.01%
53
+29
204
$5K ﹤0.01%
33
-88
205
$5K ﹤0.01%
+22
206
$5K ﹤0.01%
16
207
$5K ﹤0.01%
+41
208
$5K ﹤0.01%
+118
209
$5K ﹤0.01%
+51
210
$5K ﹤0.01%
+55
211
$5K ﹤0.01%
175
212
$5K ﹤0.01%
400
213
$5K ﹤0.01%
35
+15
214
$5K ﹤0.01%
129
215
$4K ﹤0.01%
250
216
$4K ﹤0.01%
+87
217
$4K ﹤0.01%
105
+15
218
$4K ﹤0.01%
48
+4
219
$4K ﹤0.01%
451
220
$4K ﹤0.01%
8
+2
221
$4K ﹤0.01%
+72
222
$4K ﹤0.01%
100
223
$4K ﹤0.01%
250
224
$4K ﹤0.01%
+38
225
$4K ﹤0.01%
+42
7 8
9
10 11