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
176
$21.2K 0.02%
866
177
$21.2K 0.02%
63
178
$20.3K 0.01%
300
179
$19.4K 0.01%
338
180
$19.3K 0.01%
225
181
$18.8K 0.01%
465
182
$18.8K 0.01%
500
183
$18.7K 0.01%
276
184
$18.4K 0.01%
156
185
$18.4K 0.01%
125
186
$18.2K 0.01%
362
187
$18.2K 0.01%
700
188
$18K 0.01%
577
+4
189
$18K 0.01%
1,824
+104
190
$17.9K 0.01%
324
191
$17.6K 0.01%
200
192
$17.3K 0.01%
249
+1
193
$17K 0.01%
41
194
$16.9K 0.01%
107
195
$16.8K 0.01%
129
196
$16.6K 0.01%
390
197
$16.6K 0.01%
73
198
$16.6K 0.01%
263
+2
199
$16.5K 0.01%
385
200
$16.1K 0.01%
740
+2