CFCI

Comprehensive Financial Consultants Institutional Portfolio holdings

AUM $323M
1-Year Est. Return 14.33%
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.8M
3
+$3.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.26M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.2%
2 Financials 9.96%
3 Healthcare 8.92%
4 Industrials 7.56%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.04%
+941
227
$55K 0.04%
+222
228
$54K 0.03%
+2,714
229
$54K 0.03%
+642
230
$53K 0.03%
+1,189
231
$52K 0.03%
+1,945
232
$52K 0.03%
+730
233
$50K 0.03%
+220
234
$49K 0.03%
+1,977
235
$49K 0.03%
+2,240
236
$48K 0.03%
+2,560
237
$48K 0.03%
+691
238
$47K 0.03%
+655
239
$47K 0.03%
+1,055
240
$47K 0.03%
+1,970
241
$46K 0.03%
+305
242
$45K 0.03%
+990
243
$45K 0.03%
+6,133
244
$45K 0.03%
+407
245
$44K 0.03%
+416
246
$44K 0.03%
+1,440
247
$42K 0.03%
+815
248
$41K 0.03%
+209
249
$40K 0.03%
+650
250
$39K 0.03%
+372
8 9
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