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
$174M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.22M
3
+$310K
4
FLR icon
Fluor
FLR
+$299K
5
GHDX
Genomic Health, Inc.
GHDX
+$293K

Top Sells

1
+$396K
2
+$133K
3
+$114K
4
CB
CHUBB CORPORATION
CB
+$106K
5
SJI
South Jersey Industries, Inc.
SJI
+$82.4K

Sector Composition

1 Healthcare 8.42%
2 Industrials 6.69%
3 Energy 4.75%
4 Technology 4.41%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.45K ﹤0.01%
175
377
$8.41K ﹤0.01%
400
378
$7.91K ﹤0.01%
100
379
$7.68K ﹤0.01%
144
380
$7.38K ﹤0.01%
1,000
381
$7.24K ﹤0.01%
160
+1
382
$7.16K ﹤0.01%
220
383
$7.15K ﹤0.01%
131
+1
384
$7.12K ﹤0.01%
310
-300
385
$7.07K ﹤0.01%
298
386
$7.05K ﹤0.01%
235
+2
387
$6.98K ﹤0.01%
448
-168
388
$6.8K ﹤0.01%
150
389
$6.74K ﹤0.01%
300
390
$6.51K ﹤0.01%
100
391
$6.45K ﹤0.01%
100
392
$6.43K ﹤0.01%
482
+5
393
$6.43K ﹤0.01%
100
394
$6.32K ﹤0.01%
200
395
$6.32K ﹤0.01%
500
396
$6.23K ﹤0.01%
1,000
397
$5.72K ﹤0.01%
200
398
$5.69K ﹤0.01%
110
399
$5.68K ﹤0.01%
450
-450
400
$5.67K ﹤0.01%
450
14 15
16
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