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
$152M
AUM Growth
+$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Sells

1 +$987K
2 +$407K
3 +$338K
4
AAPL icon
Apple
AAPL
+$212K
5
NVDA icon
NVIDIA
NVDA
+$169K

Sector Composition

1 Industrials 2.39%
2 Healthcare 2.35%
3 Technology 2.11%
4 Financials 1.65%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$18K 0.01%
582
+5
177
$18K 0.01%
250
+1
178
$17.8K 0.01%
390
179
$17.5K 0.01%
386
+1
180
$17.3K 0.01%
156
181
$16.9K 0.01%
1,500
182
$16.8K 0.01%
266
+3
183
$16.7K 0.01%
324
184
$16.6K 0.01%
741
+1
185
$16.1K 0.01%
363
186
$16K 0.01%
108
+1
187
$15.8K 0.01%
372
188
$15.2K 0.01%
+270
189
$15.2K 0.01%
131
+1
190
$15K 0.01%
170
191
$15K 0.01%
109
+1
192
$14.7K 0.01%
96
193
$14.6K 0.01%
192
194
$14.6K 0.01%
200
+2
195
$14.5K 0.01%
600
-399
196
$14.5K 0.01%
173
+122
197
$14.3K 0.01%
264
198
$14.1K 0.01%
580
199
$14.1K 0.01%
316
+3
200
$14K 0.01%
248