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
451
$2.93K ﹤0.01%
+74
452
$2.81K ﹤0.01%
+70
453
$2.78K ﹤0.01%
+100
454
$2.77K ﹤0.01%
+110
455
$2.72K ﹤0.01%
+29
456
$2.65K ﹤0.01%
+100
457
$2.54K ﹤0.01%
+40
458
$2.35K ﹤0.01%
+241
459
$2.33K ﹤0.01%
+104
460
$2.3K ﹤0.01%
+300
461
$2.23K ﹤0.01%
+56
462
$2.19K ﹤0.01%
+67
463
$2.12K ﹤0.01%
+2,000
464
$2.08K ﹤0.01%
+23
465
$1.98K ﹤0.01%
+33
466
$1.91K ﹤0.01%
+75
467
$1.9K ﹤0.01%
+56
468
$1.83K ﹤0.01%
+105
469
$1.64K ﹤0.01%
+500
470
$1.44K ﹤0.01%
+25
471
$1.44K ﹤0.01%
+116
472
$1.34K ﹤0.01%
+62
473
$1.29K ﹤0.01%
+64
474
$1.19K ﹤0.01%
+66
475
$1.17K ﹤0.01%
+30
17 18
19
20 21