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
276
$32K 0.02%
+884
277
$31.6K 0.02%
+211
278
$31.4K 0.02%
+800
279
$31.2K 0.02%
+450
280
$30.9K 0.02%
+7,000
281
$30.3K 0.02%
+960
282
$30.2K 0.02%
+268
283
$29.3K 0.02%
+1,350
284
$29.1K 0.02%
+300
285
$28.7K 0.02%
+263
286
$27.6K 0.02%
+800
287
$27.2K 0.02%
+396
288
$27.2K 0.02%
+681
289
$26.6K 0.01%
+1,220
290
0
291
$25.9K 0.01%
+835
292
$25.9K 0.01%
+81
293
$25.9K 0.01%
+1,500
294
$25.6K 0.01%
+2,543
295
$25.3K 0.01%
+1,016
296
$25.3K 0.01%
+500
297
$25.1K 0.01%
+1,286
298
$24K 0.01%
+1,412
299
$23.8K 0.01%
+315
300
$23.4K 0.01%
+1,835