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
201
$16.5K 0.01%
+261
202
$16.4K 0.01%
+578
203
$16.3K 0.01%
+41
204
$16.2K 0.01%
+248
205
$16.1K 0.01%
+156
206
$16K 0.01%
+357
207
$15.9K 0.01%
+324
208
$15.9K 0.01%
+107
209
$15.7K 0.01%
+198
210
$15.5K 0.01%
+96
211
$15.5K 0.01%
+232
212
$15.3K 0.01%
+311
213
$15.3K 0.01%
+390
214
$15K 0.01%
+385
215
$14.9K 0.01%
+368
216
$14.9K 0.01%
+291
217
$14.6K 0.01%
+264
218
$14.6K 0.01%
+248
219
$14.6K 0.01%
+108
220
$14.6K 0.01%
+373
221
$14.6K 0.01%
+129
222
$14.5K 0.01%
+372
223
$14.4K 0.01%
+2,000
224
$14.1K 0.01%
+185
225
$13.6K 0.01%
+172