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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.06M
3
+$4.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.1M

Top Sells

No sells this quarter

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
376
$10.3K 0.01%
+200
377
$10.2K 0.01%
+1,226
378
$10.2K 0.01%
+300
379
$9.78K 0.01%
+179
380
$9.63K 0.01%
+158
381
$9.61K 0.01%
+300
382
$9.48K 0.01%
+173
383
$9.29K 0.01%
+27
384
$9.26K 0.01%
+298
385
$9.11K 0.01%
+100
386
$9.04K 0.01%
+90
387
$9.03K 0.01%
+1,000
388
$8.86K ﹤0.01%
+200
389
$8.71K ﹤0.01%
+400
390
$8.51K ﹤0.01%
+127
391
$8.47K ﹤0.01%
+127
392
$8.44K ﹤0.01%
+140
393
$8.43K ﹤0.01%
+279
394
$8.41K ﹤0.01%
+280
395
$8.27K ﹤0.01%
+131
396
$7.99K ﹤0.01%
+424
397
$7.94K ﹤0.01%
+183
398
$7.9K ﹤0.01%
+500
399
$7.81K ﹤0.01%
+144
400
$7.72K ﹤0.01%
+220
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