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
276
$32.6K 0.02%
+865
277
$32.5K 0.02%
+1,190
278
$32.1K 0.02%
+311
279
$32.1K 0.02%
+884
280
$32.1K 0.02%
+211
281
$32K 0.02%
+268
282
$31.4K 0.02%
+621
283
$31.2K 0.02%
+1,500
284
$29.8K 0.02%
+593
285
$29.1K 0.02%
+396
286
$28.8K 0.02%
+500
287
$28.4K 0.02%
+263
288
$28.1K 0.02%
+2,560
289
$27.7K 0.02%
+300
290
$27.6K 0.02%
+681
291
$27K 0.02%
+1,412
292
$26.8K 0.02%
+500
293
$26.2K 0.02%
+1,016
294
$26K 0.02%
+1,835
295
$25.8K 0.02%
+1,286
296
$25.7K 0.02%
+800
297
$25K 0.02%
+833
298
$24.2K 0.02%
+2,523
299
$23.9K 0.02%
+1,362
300
$23.4K 0.02%
+610