CFCI
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Comprehensive Financial Consultants Institutional’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$704K Sell
20,222
-177
-0.9% -$6.16K 0.23% 115
2025
Q1 		$669K Buy
20,399
+118
+0.6% +$3.87K 0.24% 108
2024
Q4 		$699K Buy
+20,281
New +$699K 0.25% 107