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
401
$8.3K 0.01%
+500
402
$8.24K 0.01%
+126
403
$8.08K 0.01%
+400
404
$7.73K 0.01%
+560
405
$7.39K 0.01%
+144
406
$7.08K 0.01%
+2,400
407
$7.03K 0.01%
+339
408
$6.96K 0.01%
+100
409
$6.92K 0.01%
+175
410
$6.91K 0.01%
+100
411
$6.83K 0.01%
+300
412
$6.83K 0.01%
+100
413
$6.77K 0.01%
+100
414
$6.72K 0.01%
+870
415
$6.7K 0.01%
+146
416
$6.6K 0.01%
+100
417
$6.44K ﹤0.01%
+498
418
$6.28K ﹤0.01%
+465
419
$6.1K ﹤0.01%
+750
420
$6.07K ﹤0.01%
+100
421
$6.03K ﹤0.01%
+267
422
$6.02K ﹤0.01%
+330
423
$5.97K ﹤0.01%
+220
424
$5.95K ﹤0.01%
+110
425
$5.86K ﹤0.01%
+112