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
$179M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Sells

1 +$610K
2 +$460K
3 +$217K
4
HUBB icon
Hubbell
HUBB
+$195K
5
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$66.5K

Sector Composition

1 Industrials 2.43%
2 Technology 2.13%
3 Consumer Staples 1.57%
4 Healthcare 1.52%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$26.2K 0.01%
113
152
$25.6K 0.01%
765
+300
153
$25.3K 0.01%
376
154
$24.9K 0.01%
324
155
$24.8K 0.01%
324
156
$24.6K 0.01%
600
157
$24.4K 0.01%
338
158
$23.6K 0.01%
200
159
$23.5K 0.01%
217
+1
160
$23.5K 0.01%
250
161
$23.2K 0.01%
1,500
162
$23.2K 0.01%
1,917
+62
163
$23K 0.01%
3,093
164
$22.7K 0.01%
500
165
$22.4K 0.01%
225
166
$22.4K 0.01%
110
167
$22.1K 0.01%
74
168
$21.9K 0.01%
123
169
$21.9K 0.01%
388
+1
170
$21.6K 0.01%
118
+1
171
$21.5K 0.01%
1,712
+11
172
$20.9K 0.01%
256
+2
173
$20.7K 0.01%
746
+2
174
$20.6K 0.01%
218
175
$20.6K 0.01%
374
+103