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
326
$16.5K 0.01%
200
327
$16.4K 0.01%
200
-250
328
$16.1K 0.01%
2,830
329
$16.1K 0.01%
238
330
$15.9K 0.01%
300
331
$15.7K 0.01%
410
332
$15.5K 0.01%
200
333
$15.3K 0.01%
251
334
$14.9K 0.01%
1,000
335
$14.8K 0.01%
200
336
$14.6K 0.01%
270
337
$14.4K 0.01%
900
338
$14.1K 0.01%
145
339
$13.8K 0.01%
287
340
$13.6K 0.01%
226
341
$13.4K 0.01%
277
+94
342
$13.4K 0.01%
616
343
$13.3K 0.01%
+400
344
$13.2K 0.01%
250
345
$13.2K 0.01%
76
346
$13K 0.01%
720
347
$13K 0.01%
400
348
$12.6K 0.01%
242
349
$12.6K 0.01%
519
350
$12.5K 0.01%
300