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
401
$7.67K ﹤0.01%
+175
402
$7.49K ﹤0.01%
+230
403
$7.39K ﹤0.01%
+30
404
$7.24K ﹤0.01%
+500
405
$7.22K ﹤0.01%
+100
406
$7.1K ﹤0.01%
+2,400
407
$7.06K ﹤0.01%
+560
408
$6.65K ﹤0.01%
+498
409
$6.5K ﹤0.01%
+100
410
$6.38K ﹤0.01%
+100
411
$6.29K ﹤0.01%
+469
412
$6.23K ﹤0.01%
+50
413
$6.18K ﹤0.01%
+146
414
$6.1K ﹤0.01%
+100
415
$6.04K ﹤0.01%
+4
416
$6.04K ﹤0.01%
+100
417
$6.01K ﹤0.01%
+888
418
$5.85K ﹤0.01%
+620
419
$5.79K ﹤0.01%
+100
420
$5.67K ﹤0.01%
+110
421
$5.47K ﹤0.01%
+750
422
$5.43K ﹤0.01%
+75
423
$5.29K ﹤0.01%
+122
424
$5.12K ﹤0.01%
+435
425
$5.03K ﹤0.01%
+27
15 16
17
18 19