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
$164M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Sells

1 +$560K
2 +$442K
3 +$288K
4
AMGN icon
Amgen
AMGN
+$192K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$157K

Sector Composition

1 Healthcare 7.56%
2 Industrials 7.25%
3 Energy 4.75%
4 Technology 3.68%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$6.47K ﹤0.01%
450
377
$6.46K ﹤0.01%
105
378
$6.38K ﹤0.01%
662
379
$6.34K ﹤0.01%
955
380
$6.2K ﹤0.01%
100
381
$6.17K ﹤0.01%
140
382
$6.16K ﹤0.01%
300
383
$6.14K ﹤0.01%
124
+40
384
$6.12K ﹤0.01%
825
385
$6K ﹤0.01%
300
386
$5.84K ﹤0.01%
154
387
$5.83K ﹤0.01%
185
-13
388
$5.77K ﹤0.01%
200
389
$5.68K ﹤0.01%
560
390
$5.5K ﹤0.01%
1,035
391
$5.39K ﹤0.01%
31
-297
392
$5.35K ﹤0.01%
75
393
$5.26K ﹤0.01%
125
394
$5.2K ﹤0.01%
267
395
$4.96K ﹤0.01%
175
396
$4.92K ﹤0.01%
241
397
$4.87K ﹤0.01%
33
398
$4.84K ﹤0.01%
200
399
$4.71K ﹤0.01%
90
400
$4.54K ﹤0.01%
150