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
476
$1.16K ﹤0.01%
+80
477
$1.16K ﹤0.01%
+15
478
$1.03K ﹤0.01%
+20
479
$956 ﹤0.01%
+46
480
$876 ﹤0.01%
+72
481
$810 ﹤0.01%
+37
482
$667 ﹤0.01%
+125
483
$658 ﹤0.01%
+10
484
$638 ﹤0.01%
+16
485
$632 ﹤0.01%
+4
486
$596 ﹤0.01%
+200
487
$546 ﹤0.01%
+40
488
$544 ﹤0.01%
+8
489
$432 ﹤0.01%
+50
490
$408 ﹤0.01%
+602
491
$396 ﹤0.01%
+27
492
$383 ﹤0.01%
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493
$360 ﹤0.01%
+76
494
$252 ﹤0.01%
+400
495
$210 ﹤0.01%
+4
496
$208 ﹤0.01%
+13
497
$182 ﹤0.01%
+228
498
$163 ﹤0.01%
+25
499
$159 ﹤0.01%
+2
500
$157 ﹤0.01%
+21
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