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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 $294,857
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 130,112 $80,787 27.4%
2.
Ishares Tr - MSCI USA QLT FCT
 136,889 $25,026 8.49%
3.
Ishares Trust
 IEF 59,388 $20,166 6.84%
4.
Ishares Trust
 IEF 292,734 $18,155 6.16%
5.
Ishares Trust
 IEF 125,813 $13,750 4.66%
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)