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
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.46M
3
+$4.49M
4
XOM icon
Exxon Mobil
XOM
+$3.34M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.77%
2 Industrials 9.65%
3 Energy 7.77%
4 Technology 6.53%
5 Communication Services 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.04K ﹤0.01%
+20
477
$910 ﹤0.01%
+37
478
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+37
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480
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+10
481
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482
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+80
483
$654 ﹤0.01%
+4
484
$639 ﹤0.01%
+15
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$624 ﹤0.01%
+125
486
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487
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494
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496
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497
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+400
498
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+2
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$164 ﹤0.01%
+21
500
$125 ﹤0.01%
+10
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