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
276
$28K 0.02%
+645
277
$28K 0.02%
+58
278
$27K 0.02%
+264
279
$27K 0.02%
+2,661
280
$27K 0.02%
+676
281
$27K 0.02%
+15
282
$27K 0.02%
+1,572
283
$26K 0.02%
+760
284
$25K 0.02%
+1,000
285
$25K 0.02%
+137
286
$25K 0.02%
+105
287
$24K 0.02%
+403
288
$24K 0.02%
+91
289
$24K 0.02%
+83
290
$24K 0.02%
+525
291
$24K 0.02%
+750
292
$24K 0.02%
+358
293
$23K 0.01%
+146
294
$23K 0.01%
+510
295
$23K 0.01%
+241
296
$22K 0.01%
+570
297
$22K 0.01%
+50
298
$22K 0.01%
+497
299
$21K 0.01%
+829
300
$21K 0.01%
+92
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