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
301
$20K 0.01%
+190
302
$20K 0.01%
+300
303
$20K 0.01%
+407
304
$19K 0.01%
+72
305
$19K 0.01%
+1,612
306
$18K 0.01%
+395
307
$18K 0.01%
+541
308
$17K 0.01%
+228
309
$16K 0.01%
+214
310
$16K 0.01%
+62
311
$15K 0.01%
+290
312
$15K 0.01%
+145
313
$15K 0.01%
+544
314
$15K 0.01%
+246
315
$14K 0.01%
+675
316
$14K 0.01%
+170
317
$14K 0.01%
+600
318
$14K 0.01%
+435
319
$14K 0.01%
+95
320
$14K 0.01%
+42
321
$14K 0.01%
+614
322
$13K 0.01%
+751
323
$13K 0.01%
+570
324
$13K 0.01%
+366
325
$13K 0.01%
+230
11 12
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