CFCI

Comprehensive Financial Consultants Institutional Portfolio holdings

AUM $337M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
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
+$4.01M
2
+$3.8M
3
+$3.64M
4
JPM icon
JPMorgan Chase
JPM
+$3.62M
5
MSFT icon
Microsoft
MSFT
+$3.35M

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%
+62
310
$16K 0.01%
+214
311
$15K 0.01%
+246
312
$15K 0.01%
+544
313
$15K 0.01%
+145
314
$15K 0.01%
+290
315
$14K 0.01%
+95
316
$14K 0.01%
+435
317
$14K 0.01%
+600
318
$14K 0.01%
+170
319
$14K 0.01%
+42
320
$14K 0.01%
+614
321
$14K 0.01%
+675
322
$13K 0.01%
+230
323
$13K 0.01%
+366
324
$13K 0.01%
+570
325
$13K 0.01%
+751
11 12
13
14 15