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
326
$12K 0.01%
+567
327
$12K 0.01%
+600
328
$12K 0.01%
+685
329
$12K 0.01%
+585
330
$12K 0.01%
+344
331
$12K 0.01%
+610
332
$11K 0.01%
+56
333
$11K 0.01%
+630
334
$11K 0.01%
+19
335
$11K 0.01%
+740
336
$11K 0.01%
+18
337
$10K 0.01%
+200
338
$10K 0.01%
+108
339
$10K 0.01%
+292
340
$10K 0.01%
+100
341
$10K 0.01%
+390
342
$10K 0.01%
+378
343
$10K 0.01%
+230
344
$10K 0.01%
+199
345
$10K 0.01%
+157
346
$9K 0.01%
+327
347
$9K 0.01%
+593
348
$9K 0.01%
+130
349
$9K 0.01%
+236
350
$9K 0.01%
+57
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