NECFA

New England Capital Financial Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$531K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 2.65%
2 Industrials 2.37%
3 Technology 2.33%
4 Financials 1.82%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-24
452
-100