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
$177M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Sells

1 +$2.43M
2 +$1.07M
3 +$439K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$135K
5
POM
PEPCO HOLDINGS, INC.
POM
+$133K

Sector Composition

1 Healthcare 7.1%
2 Industrials 6.98%
3 Energy 4.89%
4 Technology 4.31%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$17.1K 0.01%
277
+3
302
$16.7K 0.01%
450
303
$16.5K 0.01%
300
304
$16.4K 0.01%
325
305
$16.2K 0.01%
841
306
$16K 0.01%
233
307
$15.9K 0.01%
410
308
$15.9K 0.01%
200
309
$15.8K 0.01%
842
310
$15.8K 0.01%
200
311
$15.8K 0.01%
76
312
$15.3K 0.01%
535
313
$15K 0.01%
200
314
$14.9K 0.01%
238
315
$14.4K 0.01%
200
316
$14.4K 0.01%
226
317
$14.4K 0.01%
400
318
$14.1K 0.01%
315
319
$14K 0.01%
167
320
$13.9K 0.01%
251
321
$13.6K 0.01%
1,000
322
$13.5K 0.01%
+1,000
323
$13.5K 0.01%
2,305
324
$13.4K 0.01%
900
325
$13.3K 0.01%
369