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
326
$12K 0.01%
+685
327
$12K 0.01%
+600
328
$12K 0.01%
+567
329
$12K 0.01%
+610
330
$12K 0.01%
+344
331
$12K 0.01%
+585
332
$11K 0.01%
+740
333
$11K 0.01%
+18
334
$11K 0.01%
+95
335
$11K 0.01%
+630
336
$11K 0.01%
+56
337
$10K 0.01%
+157
338
$10K 0.01%
+199
339
$10K 0.01%
+230
340
$10K 0.01%
+378
341
$10K 0.01%
+390
342
$10K 0.01%
+200
343
$10K 0.01%
+292
344
$10K 0.01%
+100
345
$10K 0.01%
+108
346
$9K 0.01%
+57
347
$9K 0.01%
+500
348
$9K 0.01%
+396
349
$9K 0.01%
+107
350
$9K 0.01%
+236
12 13
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