CFA

CT Financial Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.58%
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
+$9.33M
2
+$6.18M
3
+$5.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.04M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.98%
2 Industrials 7.04%
3 Energy 5.52%
4 Technology 4.34%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11.7K 0.01%
+300
352
$11.7K 0.01%
+261
353
$11.4K 0.01%
+141
354
$11.2K 0.01%
+450
355
$11.1K 0.01%
+100
356
$11K 0.01%
+1,000
357
$10.7K 0.01%
+815
358
$10.7K 0.01%
+350
359
$10.5K 0.01%
+213
360
$10.5K 0.01%
+1,300
361
$10.5K 0.01%
+242
362
$10.4K 0.01%
+179
363
$10.4K 0.01%
+200
364
$10.3K 0.01%
+200
365
$10.2K 0.01%
+1,226
366
$10.2K 0.01%
+300
367
$9.78K 0.01%
+179
368
$9.63K 0.01%
+158
369
$9.61K 0.01%
+300
370
$9.48K 0.01%
+173
371
$9.29K 0.01%
+27
372
$9.26K 0.01%
+298
373
$9.11K 0.01%
+100
374
$9.04K 0.01%
+90
375
$9.03K 0.01%
+1,000
13 14
15
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