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
301
$23K 0.01%
+450
302
$22.9K 0.01%
+2,560
303
$22.8K 0.01%
+677
304
$22.7K 0.01%
+200
305
$22.6K 0.01%
+418
306
$21.7K 0.01%
+490
307
$21.7K 0.01%
+400
308
$21.5K 0.01%
+265
309
$20.8K 0.01%
+268
310
$20.8K 0.01%
+699
311
$20.7K 0.01%
+683
312
$20.5K 0.01%
+300
313
$20.2K 0.01%
+233
314
$19.7K 0.01%
+100
315
$19.5K 0.01%
+200
316
$19.2K 0.01%
+841
317
$18.9K 0.01%
+261
318
$18.9K 0.01%
+420
319
$18.7K 0.01%
+1,188
320
$18.4K 0.01%
+540
321
$18.3K 0.01%
+955
322
$18.2K 0.01%
+360
323
$18.2K 0.01%
+300
324
$17.9K 0.01%
+303
325
$17.6K 0.01%
+167