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
251
$46.4K 0.03%
+400
252
$45.9K 0.03%
+328
253
$45.4K 0.03%
+839
254
$43.5K 0.02%
+448
255
$43.2K 0.02%
+1,098
256
$43K 0.02%
+490
257
$40.7K 0.02%
+1,585
258
$40.4K 0.02%
+33,150
259
$39.5K 0.02%
+982
260
$38.9K 0.02%
+1,344
261
$38.6K 0.02%
+400
262
$38.4K 0.02%
+2,700
263
$37.8K 0.02%
+1,500
264
$37.8K 0.02%
+1,740
265
$37.5K 0.02%
+2,302
266
$37.4K 0.02%
+1,751
267
$36.3K 0.02%
+3,521
268
$33.2K 0.02%
+1,459
269
$33.2K 0.02%
+1,500
270
$32.8K 0.02%
+311
271
$32.8K 0.02%
+621
272
$32.7K 0.02%
+594
273
$32.6K 0.02%
+417
274
$32.6K 0.02%
+3,451
275
$32.6K 0.02%
+1,000
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