CFA

CT Financial Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.58%
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
+$9.33M
2
+$6.18M
3
+$5.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.04M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.98%
2 Industrials 7.04%
3 Energy 5.52%
4 Technology 4.34%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43.2K 0.02%
+1,098
252
$43K 0.02%
+490
253
$40.7K 0.02%
+1,585
254
$40.4K 0.02%
+33,150
255
$39.5K 0.02%
+982
256
$38.9K 0.02%
+1,344
257
$38.6K 0.02%
+400
258
$38.4K 0.02%
+2,700
259
$37.8K 0.02%
+1,500
260
$37.8K 0.02%
+1,740
261
$37.5K 0.02%
+2,302
262
$37.4K 0.02%
+1,751
263
$36.3K 0.02%
+3,521
264
$33.2K 0.02%
+1,459
265
$33.2K 0.02%
+1,500
266
$32.8K 0.02%
+311
267
$32.8K 0.02%
+621
268
$32.7K 0.02%
+594
269
$32.6K 0.02%
+417
270
$32.6K 0.02%
+3,451
271
$32.6K 0.02%
+1,000
272
$32K 0.02%
+884
273
$31.6K 0.02%
+211
274
$31.4K 0.02%
+800
275
$31.2K 0.02%
+450
9 10
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