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
326
$17.3K 0.01%
+175
327
$16.9K 0.01%
+300
328
$16.7K 0.01%
+720
329
$16.7K 0.01%
+2,830
330
$16.6K 0.01%
+200
331
$16.6K 0.01%
+1,600
332
$16.4K 0.01%
+129
333
$16.2K 0.01%
+238
334
$15.7K 0.01%
+410
335
$15.6K 0.01%
+200
336
$15.6K 0.01%
+200
337
$15.4K 0.01%
+251
338
$15.2K 0.01%
+485
339
$15.2K 0.01%
+900
340
$14.9K 0.01%
+81
341
$14.6K 0.01%
+270
342
$14.6K 0.01%
+842
343
$14K 0.01%
+400
344
$14K 0.01%
+300
345
$13.9K 0.01%
+355
346
$13.8K 0.01%
+226
347
$13.8K 0.01%
+369
348
$13.6K 0.01%
+287
349
$13.2K 0.01%
+655
350
$13.2K 0.01%
+391