CFA
CT Financial Advisors Portfolio holdings
AUM
$162M
This Quarter Return
+1.98%
1 Year Return
+9.6%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+0.69%)
Cap. Flow
-$2.64M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
679
New
25
Increased
129
Reduced
125
Closed
30
Top Buys
Top Sells
| 1 |
Realty Income
O
|
$560K |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$442K |
| 3 |
United Therapeutics
UTHR
|
$288K |
| 4 |
Amgen
AMGN
|
$192K |
| 5 |
SPDR Dow Jones REIT ETF
RWR
|
$157K |
Sector Composition
| 1 | Healthcare | 7.56% |
| 2 | Industrials | 7.25% |
| 3 | Energy | 4.75% |
| 4 | Technology | 3.68% |
| 5 | Communication Services | 3.38% |
