CFA
CT Financial Advisors Portfolio holdings
AUM
$162M
1-Year Return
9.6%
This Quarter Return
-0.86%
1 Year Return
+9.6%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
-$4.38M
(-2.4%)
Cap. Flow
-$2.17M
Cap. Flow
% of AUM
-1.23%
Top 10 Holdings %
Top 10 Hldgs %
22.86%
Holding
668
New
33
Increased
124
Reduced
122
Closed
22
Top Buys
| 1 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$345K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$137K |
| 3 |
SPDR Gold Trust
GLD
|
$129K |
| 4 |
Incyte
INCY
|
$96.9K |
| 5 |
ANAC
ANACOR PHARMACEUTICALS INC COM
ANAC
|
$94.5K |
Top Sells
Sector Composition
| 1 | Healthcare | 8.58% |
| 2 | Industrials | 6.86% |
| 3 | Energy | 5.61% |
| 4 | Technology | 4.55% |
| 5 | Communication Services | 3.53% |
