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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.06M
3
+$4.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.03%
2 Industrials 7.04%
3 Energy 5.52%
4 Technology 4.51%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$77.1K 0.04%
+1,776
202
$75K 0.04%
+1,688
203
$73.2K 0.04%
+1,548
204
$71.8K 0.04%
+1,800
205
$71.5K 0.04%
+883
206
$70.8K 0.04%
+975
207
$70.3K 0.04%
+1,656
208
$70.3K 0.04%
+725
209
$68.5K 0.04%
+1,984
210
$67.6K 0.04%
+350
211
$67.1K 0.04%
+1,278
212
$66.2K 0.04%
+4,820
213
$65.9K 0.04%
+576
214
$64.8K 0.04%
+1,300
215
$62.8K 0.03%
+120,000
216
$62.6K 0.03%
+1,050
217
$62K 0.03%
+9,057
218
$60.6K 0.03%
+2,034
219
$60.5K 0.03%
+616
220
$60.2K 0.03%
+735
221
$60K 0.03%
+1,226
222
$60K 0.03%
+2,050
223
$59.9K 0.03%
+1,660
224
$59.6K 0.03%
+300
225
$59.4K 0.03%
+825
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