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
$164M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Sells

1 +$560K
2 +$442K
3 +$288K
4
AMGN icon
Amgen
AMGN
+$192K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$157K

Sector Composition

1 Healthcare 7.56%
2 Industrials 7.25%
3 Energy 4.75%
4 Technology 3.68%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$11.1K 0.01%
100
327
$10.9K 0.01%
400
328
$10.8K 0.01%
393
329
$10.5K 0.01%
200
330
$10.5K 0.01%
655
-62
331
$10.4K 0.01%
167
332
$10K 0.01%
815
333
$9.86K 0.01%
300
334
$9.79K 0.01%
720
335
$9.76K 0.01%
200
336
$9.69K 0.01%
127
337
$9.67K 0.01%
163
338
$9.56K 0.01%
220
339
$9.45K 0.01%
+300
340
$9.36K 0.01%
242
341
$9.21K 0.01%
27
342
$9.18K 0.01%
144
343
$9.16K 0.01%
194
344
$9.14K 0.01%
100
345
$9.12K 0.01%
300
346
$9.1K 0.01%
131
347
$9.06K 0.01%
+25
348
$9.01K 0.01%
150
349
$8.93K 0.01%
240
350
$8.88K 0.01%
441