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
376
$8.86K ﹤0.01%
+200
377
$8.71K ﹤0.01%
+400
378
$8.51K ﹤0.01%
+127
379
$8.47K ﹤0.01%
+127
380
$8.44K ﹤0.01%
+140
381
$8.43K ﹤0.01%
+279
382
$8.41K ﹤0.01%
+280
383
$8.27K ﹤0.01%
+133
384
$7.99K ﹤0.01%
+424
385
$7.94K ﹤0.01%
+183
386
$7.9K ﹤0.01%
+500
387
$7.81K ﹤0.01%
+144
388
$7.72K ﹤0.01%
+220
389
$7.67K ﹤0.01%
+175
390
$7.49K ﹤0.01%
+230
391
$7.24K ﹤0.01%
+500
392
$7.22K ﹤0.01%
+100
393
$7.1K ﹤0.01%
+2,400
394
$7.06K ﹤0.01%
+560
395
$6.5K ﹤0.01%
+100
396
$6.38K ﹤0.01%
+100
397
$6.29K ﹤0.01%
+469
398
$6.23K ﹤0.01%
+50
399
$6.18K ﹤0.01%
+146
400
$6.1K ﹤0.01%
+100
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