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
$177M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$146K
2
+$136K
3
+$131K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$127K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$104K

Top Sells

1
+$2.43M
2
+$1.07M
3
+$439K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$135K
5
POM
PEPCO HOLDINGS, INC.
POM
+$133K

Sector Composition

1 Healthcare 7.1%
2 Industrials 6.98%
3 Energy 4.89%
4 Technology 4.31%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.93K 0.01%
236
352
$9.72K 0.01%
2,473
353
$9.61K 0.01%
127
354
$9.6K 0.01%
200
355
$9.41K 0.01%
310
356
$9.19K 0.01%
100
357
$9.14K 0.01%
131
358
$9.02K 0.01%
400
359
$8.96K 0.01%
200
360
$8.81K 0.01%
163
361
$8.74K ﹤0.01%
1,000
-1,500
362
$8.74K ﹤0.01%
27
363
$8.71K ﹤0.01%
194
364
$8.5K ﹤0.01%
144
365
$8.49K ﹤0.01%
3,000
+2,000
366
$8.45K ﹤0.01%
+300
367
$8.38K ﹤0.01%
144
368
$8.21K ﹤0.01%
161
+1
369
$8.18K ﹤0.01%
200
-1,066
370
$8.04K ﹤0.01%
100
371
$7.89K ﹤0.01%
300
372
$7.74K ﹤0.01%
500
373
$7.72K ﹤0.01%
1,300
374
$7.66K ﹤0.01%
100
375
$7.62K ﹤0.01%
344
13 14
15
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