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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$6.59M
2 +$5.46M
3 +$4.49M
4
XOM icon
Exxon Mobil
XOM
+$3.34M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.77%
2 Industrials 9.65%
3 Energy 7.77%
4 Technology 6.53%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$13.4K 0.01%
+825
352
$12.8K 0.01%
+145
353
$12.7K 0.01%
+450
354
$12.7K 0.01%
+400
355
$12.7K 0.01%
+1,031
356
$12.6K 0.01%
+842
357
$12.5K 0.01%
+226
358
$12.5K 0.01%
+180
359
$12.4K 0.01%
+141
360
$12.3K 0.01%
+614
361
$12.2K 0.01%
+900
362
$12K 0.01%
+280
363
$11.9K 0.01%
+67
364
$11.9K 0.01%
+1,104
365
$11.9K 0.01%
+1,300
366
$11.8K 0.01%
+350
367
$11.7K 0.01%
+300
368
$11.6K 0.01%
+179
369
$11.5K 0.01%
+275
370
$11.4K 0.01%
+100
371
$11.3K 0.01%
+255
372
$11.3K 0.01%
+298
373
$11K 0.01%
+1,226
374
$10.9K 0.01%
+250
375
$10.9K 0.01%
+815