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
351
$13K 0.01%
350
352
$12.8K 0.01%
500
353
$12.8K 0.01%
250
354
$12.8K 0.01%
900
355
$12.7K 0.01%
145
356
$12.5K 0.01%
825
357
$12.5K 0.01%
394
358
$12.5K 0.01%
250
359
$12.3K 0.01%
616
+2
360
$11.9K 0.01%
67
361
$11.8K 0.01%
519
+1
362
$11.8K 0.01%
450
363
$11.7K 0.01%
300
364
$11.7K 0.01%
261
+6
365
$11.4K 0.01%
141
366
$11.2K 0.01%
+450
367
$11.1K 0.01%
100
368
$11K 0.01%
1,000
-104
369
$10.7K 0.01%
815
370
$10.7K 0.01%
+350
371
$10.5K 0.01%
213
372
$10.5K 0.01%
1,300
373
$10.5K 0.01%
242
374
$10.4K 0.01%
179
375
$10.4K 0.01%
200