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Home > Institutional Investor > Centerpoint Advisors, Llc > Profile

Instuitional Investor - Centerpoint Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Centerpoint Advisors, Llc
Portfolio Value $254,424
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 100,426 $47,967 18.85%
2.
Ishares Tr
 144,729 $21,295 8.36%
3.
Ishares Trust
 IEF 67,106 $17,599 6.91%
4.
Ishares Trust
 IEF 50,953 $14,122 5.55%
5.
Flexshares Trust
 308,618 $12,638 4.96%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)