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
151
$29.9K 0.02%
+642
152
$29.6K 0.02%
+103
153
$29.4K 0.02%
+459
154
$29.2K 0.02%
+136
155
$28.4K 0.02%
+626
156
$28.2K 0.02%
+125
157
$26.6K 0.02%
+214
158
$26.1K 0.02%
+1,728
159
$25.9K 0.02%
+211
160
$25.6K 0.02%
+116
161
$25.4K 0.02%
+1,244
162
$25.3K 0.02%
+999
163
$24.9K 0.02%
+275
164
$24.7K 0.02%
+200
165
$24.7K 0.02%
+200
166
$24.1K 0.02%
+325
167
$23.8K 0.02%
+478
168
$23.5K 0.02%
+843
169
$23.5K 0.02%
+562
170
$23K 0.02%
+81
171
$22.8K 0.02%
+500
172
$22.6K 0.02%
+362
173
$22.5K 0.02%
+866
174
$21.8K 0.02%
+384
175
$21.7K 0.02%
+225