CFA
CT Financial Advisors Portfolio holdings
AUM
$162M
1-Year Return
9.6%
This Quarter Return
+1.47%
1 Year Return
+9.6%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
23.12%
Holding
634
New
630
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
3M
MMM
|
$6.58M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$5.06M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.32M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$3.2M |
| 5 |
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% |
