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
401
$5.64K ﹤0.01%
146
402
$5.59K ﹤0.01%
138
403
$5.43K ﹤0.01%
560
404
$5.36K ﹤0.01%
100
405
$5.23K ﹤0.01%
1,035
406
$5.18K ﹤0.01%
300
407
$5.02K ﹤0.01%
265
+12
408
$4.87K ﹤0.01%
27
409
$4.74K ﹤0.01%
720
410
$4.72K ﹤0.01%
662
411
$4.7K ﹤0.01%
20
412
$4.69K ﹤0.01%
119
+1
413
$4.56K ﹤0.01%
75
414
$4.48K ﹤0.01%
140
415
$4.45K ﹤0.01%
267
416
$4.21K ﹤0.01%
88
+1
417
$4.12K ﹤0.01%
441
418
$4.08K ﹤0.01%
150
419
$4.07K ﹤0.01%
241
420
$4.05K ﹤0.01%
77
421
$3.95K ﹤0.01%
79
-134
422
$3.93K ﹤0.01%
44
423
$3.93K ﹤0.01%
842
-8
424
$3.8K ﹤0.01%
435
425
$3.8K ﹤0.01%
7
15 16
17
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