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
$176M
AUM Growth
-$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$345K
2 +$137K
3 +$129K
4
INCY icon
Incyte
INCY
+$96.9K
5
ANAC
ANACOR PHARMACEUTICALS INC COM
ANAC
+$94.5K

Sector Composition

1 Healthcare 8.58%
2 Industrials 6.86%
3 Energy 5.61%
4 Technology 4.55%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$22K 0.01%
680
+3
302
$21.9K 0.01%
490
303
$21.7K 0.01%
2,473
-51
304
$21.1K 0.01%
265
305
$20.9K 0.01%
2,560
306
$20.9K 0.01%
684
+1
307
$20.7K 0.01%
233
308
$20.3K 0.01%
270
+2
309
0
310
$19.9K 0.01%
+1,161
311
$19.4K 0.01%
261
312
$19.4K 0.01%
300
313
$19.3K 0.01%
500
314
$19.2K 0.01%
376
-24
315
$19.1K 0.01%
200
316
$18.9K 0.01%
420
317
$18.4K 0.01%
100
318
$18.4K 0.01%
305
+2
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$17.8K 0.01%
535
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320
$17.7K 0.01%
841
321
$17.6K 0.01%
175
322
$17.3K 0.01%
540
323
$16.9K 0.01%
1,500
324
$16.9K 0.01%
1,600
325
$16.6K 0.01%
300