NECFA
New England Capital Financial Advisors Portfolio holdings
AUM
$218M
1-Year Return
13.91%
This Quarter Return
+6.07%
1 Year Return
+13.91%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$531K
(+0.38%)
Cap. Flow
-$341K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
72.64%
Holding
453
New
11
Increased
113
Reduced
35
Closed
15
Top Buys
Top Sells
| 1 |
Capital Group Growth ETF
CGGR
|
$991K |
| 2 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
$848K |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$64.5K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$60.9K |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$60.7K |
Sector Composition
| 1 | Healthcare | 2.65% |
| 2 | Industrials | 2.37% |
| 3 | Technology | 2.33% |
| 4 | Financials | 1.82% |
| 5 | Consumer Staples | 1.69% |
