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 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
301
$21.7K 0.01%
+400
302
$21.5K 0.01%
+265
303
$20.8K 0.01%
+536
304
$20.8K 0.01%
+699
305
$20.7K 0.01%
+683
306
$20.5K 0.01%
+300
307
$20.2K 0.01%
+233
308
$19.7K 0.01%
+100
309
$19.5K 0.01%
+200
310
$19.2K 0.01%
+841
311
$18.9K 0.01%
+261
312
$18.9K 0.01%
+420
313
$18.7K 0.01%
+1,188
314
$18.4K 0.01%
+540
315
$18.3K 0.01%
+1,002
316
$18.2K 0.01%
+360
317
$18.2K 0.01%
+300
318
$17.9K 0.01%
+303
319
$17.6K 0.01%
+167
320
$17.3K 0.01%
+175
321
$16.9K 0.01%
+300
322
$16.7K 0.01%
+720
323
$16.7K 0.01%
+2,830
324
$16.6K 0.01%
+1,600
325
$16.4K 0.01%
+129