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
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1 +$419K
2 +$310K
3 +$225K
4
PCYC
PHARMACYCLICS INC
PCYC
+$205K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$186K

Top Sells

1 +$432K
2 +$186K
3 +$176K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$155K
5
GLD icon
SPDR Gold Trust
GLD
+$131K

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
-210
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
+100
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
+1
339
$15.2K 0.01%
900
340
$14.9K 0.01%
76
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
-591
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%
361