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Home > Institutional Investor > Ct Financial Advisors Llc > Profile

Instuitional Investor - Ct Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Ct Financial Advisors Llc
Portfolio Value $162,156,294,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
3M Co
 MMM 45,465.94 $7,273,429,000 4.48%
2.
Ishares Trust
 IEF 41,020 $4,450,271,000 2.74%
3.
Vanguard Intl Equity Index Funds
 VWO 86,983 $4,160,389,000 2.56%
4.
Dfa Commodity Strategy Port Instl
 672,117 $3,958,771,000 2.44%
5.
Dfa Global Real Estate Sec Portfolio
 355,823 $3,771,726,000 2.32%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)