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
$177M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Sells

1 +$2.43M
2 +$1.07M
3 +$439K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$135K
5
POM
PEPCO HOLDINGS, INC.
POM
+$133K

Sector Composition

1 Healthcare 7.1%
2 Industrials 6.98%
3 Energy 4.89%
4 Technology 4.31%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$17 ﹤0.01%
27
502
0
503
$11 ﹤0.01%
1
504
$5 ﹤0.01%
4,800
505
$1 ﹤0.01%
20
506
$1 ﹤0.01%
169
507
-2,560
508
-20
509
-1,362
510
-685
511
-1,660
512
-88
513
-7,000
514
-228
515
-34
516
-50
517
-1,050
518
-435
519
-5,098