CFA

CT Financial Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 9.6%
This Quarter Est. Return
1 Year Est. Return
+9.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.06M
3
+$4.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.03%
2 Industrials 7.04%
3 Energy 5.52%
4 Technology 4.51%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58.8K 0.03%
+975
227
$58.6K 0.03%
+197
228
$57K 0.03%
+1,362
229
$55.8K 0.03%
+3,000
230
$53.7K 0.03%
+3,642
231
$53.7K 0.03%
+996
232
$53.2K 0.03%
+1,600
233
$52.7K 0.03%
+430
234
$52.1K 0.03%
+1,513
235
$51.6K 0.03%
+838
236
$50.8K 0.03%
+1,012
237
$50.2K 0.03%
+395
238
$49.7K 0.03%
+1,102
239
$49.5K 0.03%
+1,005
240
$49.4K 0.03%
+460
241
$49K 0.03%
+1,131
242
$48.8K 0.03%
+450
243
$48.6K 0.03%
+193
244
$48.4K 0.03%
+385
245
$48.2K 0.03%
+553
246
$48.1K 0.03%
+585
247
$47.7K 0.03%
+1,362
248
$47.1K 0.03%
+545
249
$47K 0.03%
+750
250
$46.7K 0.03%
+3,687
8 9
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