CA

Centerpoint Advisors Portfolio holdings

AUM $295M
1-Year Est. Return 12.11%
This Quarter Est. Return
1 Year Est. Return
+12.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$842K
2 +$576K
3 +$193K
4
DIS icon
Walt Disney
DIS
+$163K
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$152K

Sector Composition

1 Technology 5.46%
2 Communication Services 4.14%
3 Financials 3.04%
4 Consumer Discretionary 2.6%
5 Healthcare 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$5K ﹤0.01%
+200
202
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38
203
$4K ﹤0.01%
20
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$3K ﹤0.01%
35
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94
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32
208
$3K ﹤0.01%
344
209
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75
210
$3K ﹤0.01%
21
211
$3K ﹤0.01%
451
212
$3K ﹤0.01%
150
+50
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10
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42
-1
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137
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$2K ﹤0.01%
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64
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$2K ﹤0.01%
70
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$2K ﹤0.01%
250
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$2K ﹤0.01%
127
222
$2K ﹤0.01%
+100
223
$2K ﹤0.01%
31
224
$2K ﹤0.01%
+100
225
$2K ﹤0.01%
+112