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
301
$23K 0.02%
+360
302
$22.8K 0.02%
+675
303
$22.7K 0.02%
+287
304
$22.6K 0.02%
+300
305
$22.4K 0.02%
+200
306
$21.1K 0.02%
+266
307
$20.9K 0.02%
+607
308
$20.6K 0.02%
+490
309
$20.5K 0.02%
+500
310
$20.3K 0.02%
+450
311
$20.3K 0.02%
+720
312
$20K 0.02%
+400
313
$19.8K 0.02%
+1,200
314
$19.7K 0.01%
+233
315
$19.5K 0.01%
+682
316
$19.3K 0.01%
+700
317
$19.1K 0.01%
+420
318
$19K 0.01%
+1,600
319
$19K 0.01%
+714
320
$18.6K 0.01%
+841
321
$18.6K 0.01%
+200
322
$18.6K 0.01%
+900
323
$18.5K 0.01%
+100
324
$18.2K 0.01%
+1,100
325
$18.2K 0.01%
+300