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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 $285,561
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 118,298 $69,640 24.38%
2.
Ishares Tr - MSCI USA QLT FCT
 128,962 $22,966 8.04%
3.
Ishares Trust
 IEF 58,387 $18,810 6.58%
4.
Ishares Trust
 IEF 268,790 $16,748 5.86%
5.
Ishares Trust
 IEF 120,976 $13,939 4.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)