NECFA
New England Capital Financial Advisors Portfolio holdings
AUM
$256M
1-Year Est. Return
14.6%
This Fund
S&P 500
1 Year Est. Return
+14.6%
AUM
$193M
AUM Growth
+$13.7M
(+7.7%)
Holding
424
Top Buys
| 1 | +$2.54M | |
| 2 | +$419K | |
| 3 | +$371K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$347K |
| 5 |
Capital Group Municipal Income ETF
CGMU
|
+$322K |
Top Sells
| 1 | +$2.3M | |
| 2 | +$720K | |
| 3 | +$204K | |
| 4 |
Hubbell
HUBB
|
+$201K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$165K |
Sector Composition
| 1 | Industrials | 2.54% |
| 2 | Technology | 2.08% |
| 3 | Financials | 1.6% |
| 4 | Consumer Staples | 1.6% |
| 5 | Healthcare | 1.49% |