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
151
$30.5K 0.02%
500
152
$28.4K 0.02%
628
+2
153
$27.9K 0.02%
103
154
$27.7K 0.02%
215
+1
155
$27.3K 0.02%
1,000
156
$27.1K 0.02%
212
+1
157
$26.4K 0.02%
275
158
$26.2K 0.02%
81
159
$25.5K 0.02%
646
+4
160
$24.7K 0.02%
843
161
$24.6K 0.02%
1,728
162
$24.4K 0.02%
244
163
$24.4K 0.02%
999
164
$24.3K 0.02%
1,244
165
$24.1K 0.02%
327
+2
166
$23.8K 0.02%
95
-81
167
$23.7K 0.02%
116
168
$23.6K 0.02%
200
169
$22.8K 0.02%
384
170
$22.8K 0.02%
622
171
$22.4K 0.02%
200
172
$21.6K 0.02%
478
173
$21.4K 0.02%
562
174
$21.3K 0.02%
2,000
175
$21.3K 0.02%
632