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
201
$16K 0.01%
1,313
+45
202
$15.9K 0.01%
1,500
203
$15.8K 0.01%
1,324
204
$15.7K 0.01%
248
205
$15.7K 0.01%
194
206
$15.5K 0.01%
295
+157
207
$15.2K 0.01%
372
208
$15K 0.01%
369
+1
209
$15K 0.01%
198
210
$14.9K 0.01%
96
211
$14.6K 0.01%
130
+1
212
$14.5K 0.01%
580
+2
213
$14.5K 0.01%
108
214
$14.5K 0.01%
169
+1
215
$14.5K 0.01%
130
216
$14.3K 0.01%
+363
217
$14.2K 0.01%
313
+2
218
$14.1K 0.01%
374
+1
219
$14.1K 0.01%
170
220
$13.9K 0.01%
324
221
$13.8K 0.01%
264
222
$13.8K 0.01%
7,401
223
$13.6K 0.01%
548
224
$13.6K 0.01%
261
+2
225
$13.4K 0.01%
580