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
426
$5.02K ﹤0.01%
+90
427
$4.9K ﹤0.01%
+115
428
$4.86K ﹤0.01%
+267
429
$4.82K ﹤0.01%
+233
430
$4.72K ﹤0.01%
+86
431
$4.67K ﹤0.01%
+330
432
$4.37K ﹤0.01%
+101
433
$4.17K ﹤0.01%
+3,000
434
$4.14K ﹤0.01%
+155
435
$4.05K ﹤0.01%
+103
436
$4K ﹤0.01%
+35
437
$3.97K ﹤0.01%
+1,113
438
$3.92K ﹤0.01%
+443
439
$3.64K ﹤0.01%
+88
440
$3.56K ﹤0.01%
+72
441
$3.53K ﹤0.01%
+281
442
$3.52K ﹤0.01%
+76
443
$3.46K ﹤0.01%
+32
444
$3.43K ﹤0.01%
+150
445
$3.37K ﹤0.01%
+44
446
$3.37K ﹤0.01%
+226
447
$3.36K ﹤0.01%
+44
448
$3.32K ﹤0.01%
+70
449
$3.16K ﹤0.01%
+7
450
$3.06K ﹤0.01%
+7
16 17
18
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