NECFA

New England Capital Financial Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.33%
2 Industrials 2.1%
3 Financials 1.64%
4 Consumer Staples 1.3%
5 Consumer Discretionary 1.06%