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
$176M
AUM Growth
-$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$345K
2 +$137K
3 +$129K
4
INCY icon
Incyte
INCY
+$96.9K
5
ANAC
ANACOR PHARMACEUTICALS INC COM
ANAC
+$94.5K

Sector Composition

1 Healthcare 8.58%
2 Industrials 6.86%
3 Energy 5.61%
4 Technology 4.55%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-498