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
251
$38K 0.02%
+710
252
$38K 0.02%
+292
253
$38K 0.02%
+204
254
$38K 0.02%
+2,852
255
$38K 0.02%
+835
256
$37K 0.02%
+1,980
257
$37K 0.02%
+280
258
$37K 0.02%
+751
259
$37K 0.02%
+241
260
$36K 0.02%
+912
261
$35K 0.02%
+100
262
$35K 0.02%
+2,134
263
$34K 0.02%
+4,000
264
$34K 0.02%
+445
265
$34K 0.02%
+443
266
$32K 0.02%
+274
267
$32K 0.02%
+887
268
$32K 0.02%
+106
269
$31K 0.02%
+1,800
270
$31K 0.02%
+148
271
$31K 0.02%
+560
272
$30K 0.02%
+104
273
$30K 0.02%
+380
274
$30K 0.02%
+58
275
$28K 0.02%
+189
9 10
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