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
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.46M
3
+$4.49M
4
XOM icon
Exxon Mobil
XOM
+$3.34M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.77%
2 Industrials 9.65%
3 Energy 7.77%
4 Technology 6.53%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56.8K 0.04%
+1,362
227
$56.7K 0.04%
+2,393
228
$56.6K 0.04%
+2,033
229
– –
0
230
$54.2K 0.04%
+192
231
$53.4K 0.04%
+887
232
$52.8K 0.04%
+3,000
233
$51.9K 0.04%
+1,362
234
$50.3K 0.04%
+430
235
$50K 0.04%
+1,005
236
$49.7K 0.04%
+6,350
237
$49.5K 0.04%
+395
238
$49.1K 0.04%
+460
239
$48.7K 0.04%
+1,012
240
$48.6K 0.04%
+385
241
$48.3K 0.04%
+450
242
$47K 0.04%
+545
243
$46.6K 0.04%
+3,000
244
$46.3K 0.04%
+180
245
$45.7K 0.03%
+3,000
246
$45.6K 0.03%
+585
247
$45.4K 0.03%
+1,102
248
$45.3K 0.03%
+1,585
249
$44.9K 0.03%
+1,513
250
$44.8K 0.03%
+616
8 9
10
11 12