NECFA

New England Capital Financial Advisors Portfolio holdings

AUM $218M
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.87%
2 Industrials 2.34%
3 Financials 2.05%
4 Technology 2.01%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$97 ﹤0.01%
+2
427
$90 ﹤0.01%
+1
428
$77 ﹤0.01%
+20
429
$72 ﹤0.01%
+24
430
$61 ﹤0.01%
+20
431
$59 ﹤0.01%
+11
432
0
433
$52 ﹤0.01%
+40
434
$42 ﹤0.01%
+1
435
$37 ﹤0.01%
+10
436
$30 ﹤0.01%
+3
437
0
438
$13 ﹤0.01%
+4
439
0
440
$6 ﹤0.01%
+1
441
$4 ﹤0.01%
+1