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
376
$10.8K 0.01%
+242
377
$10.8K 0.01%
+200
378
$10.7K 0.01%
+16
379
$10.6K 0.01%
+394
380
$10.4K 0.01%
+518
381
$10.4K 0.01%
+158
382
$10.4K 0.01%
+71
383
$10.4K 0.01%
+100
384
$10.3K 0.01%
+200
385
$10.2K 0.01%
+48
386
$9.98K 0.01%
+500
387
$9.95K 0.01%
+213
388
$9.69K 0.01%
+173
389
$9.61K 0.01%
+300
390
$9.38K 0.01%
+27
391
$9.11K 0.01%
+90
392
$9.04K 0.01%
+131
393
$9.01K 0.01%
+179
394
$8.64K 0.01%
+424
395
$8.62K 0.01%
+455
396
$8.57K 0.01%
+140
397
$8.54K 0.01%
+200
398
$8.52K 0.01%
+127
399
$8.47K 0.01%
+500
400
$8.46K 0.01%
+200