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
$164M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$461K
3
+$274K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$211K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$167K

Top Sells

1
+$560K
2
+$442K
3
+$288K
4
AMGN icon
Amgen
AMGN
+$192K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$157K

Sector Composition

1 Healthcare 7.56%
2 Industrials 7.25%
3 Energy 4.75%
4 Technology 3.68%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$65.1K 0.04%
4,710
177
$64.2K 0.04%
1,760
+260
178
$63.8K 0.04%
2,060
+380
179
$62.6K 0.04%
4,650
180
$61.7K 0.04%
451
+3
181
$61.1K 0.04%
900
-750
182
$59.7K 0.04%
756
+4
183
$59.4K 0.04%
1,341
+125
184
$57.5K 0.04%
+714
185
$56.7K 0.03%
1,860
186
$56.6K 0.03%
2,355
-1,170
187
$56.4K 0.03%
1,800
188
$55.6K 0.03%
929
189
$54.6K 0.03%
511
+3
190
$53.9K 0.03%
754
191
$53.7K 0.03%
448
192
$53.5K 0.03%
1,950
193
$52.2K 0.03%
471
+3
194
$52K 0.03%
1,034
195
$51.7K 0.03%
1,047
+6
196
$51.5K 0.03%
1,706
+2
197
$51.4K 0.03%
2,094
198
$50.9K 0.03%
1,066
199
$50.6K 0.03%
400
200
$50.3K 0.03%
400
+1
6 7
8
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