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
176
$20.5K 0.01%
118
177
$20.1K 0.01%
363
178
$20K 0.01%
562
179
$19.7K 0.01%
252
+2
180
$19.6K 0.01%
327
+3
181
$19.3K 0.01%
304
+23
182
$19.1K 0.01%
1,515
+41
183
$18.8K 0.01%
300
184
$18.5K 0.01%
403
185
$18.4K 0.01%
192
186
$18.3K 0.01%
156
+25
187
$18.3K 0.01%
468
+102
188
$17.9K 0.01%
41
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$17.6K 0.01%
271
190
$17.5K 0.01%
827
+3
191
$17.5K 0.01%
70
192
$17.4K 0.01%
224
+2
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$17K 0.01%
242
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$16.6K 0.01%
156
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$16.4K 0.01%
200
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$15.8K 0.01%
198
+1
197
$15.6K 0.01%
205
198
$15.6K 0.01%
600
199
$15.4K 0.01%
239
200
$15.3K 0.01%
105