CA

Centerpoint Advisors Portfolio holdings

AUM $325M
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.92M
3
+$2.87M
4
UNH icon
UnitedHealth
UNH
+$162K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$48.6K

Top Sells

1
+$1.74M
2
+$1.73M
3
+$1.44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.3K
5
XOM icon
Exxon Mobil
XOM
+$35.6K

Sector Composition

1 Technology 4.03%
2 Communication Services 3.77%
3 Financials 3.49%
4 Consumer Discretionary 2.61%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$4K ﹤0.01%
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47
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