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
176
$21.5K 0.02%
+632
177
$21.5K 0.02%
+622
178
$20.8K 0.01%
+300
179
$20.8K 0.01%
+104
180
$20.4K 0.01%
+465
181
$20.1K 0.01%
+300
182
$19.9K 0.01%
+338
183
$19.4K 0.01%
+2,417
184
$19.2K 0.01%
+63
185
$18.9K 0.01%
+573
186
$18.8K 0.01%
+276
187
$18.8K 0.01%
+1,324
188
$18.8K 0.01%
+700
189
$18.7K 0.01%
+1,500
190
$18.5K 0.01%
+7,401
191
$18.4K 0.01%
+500
192
$18.3K 0.01%
+1,720
193
$17.8K 0.01%
+492
194
$17.8K 0.01%
+244
195
$17.4K 0.01%
+129
196
$17.4K 0.01%
+1,268
197
$17.1K 0.01%
+130
198
$17.1K 0.01%
+200
199
$16.8K 0.01%
+170
200
$16.6K 0.01%
+194