CFCI

Comprehensive Financial Consultants Institutional Portfolio holdings

AUM $331M
1-Year Est. Return 16.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.81%
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
351
$9K 0.01%
+396
352
$9K 0.01%
+500
353
$9K 0.01%
+57
354
$8K 0.01%
+240
355
$8K 0.01%
+339
356
$8K 0.01%
+220
357
$8K 0.01%
+72
358
$8K 0.01%
+100
359
$8K 0.01%
+214
360
$8K 0.01%
+487
361
$8K 0.01%
+117
362
$8K 0.01%
+370
363
$8K 0.01%
+263
364
$8K 0.01%
+82
365
$7K ﹤0.01%
+540
366
$7K ﹤0.01%
+200
367
$7K ﹤0.01%
+87
368
$7K ﹤0.01%
+524
369
$7K ﹤0.01%
+148
370
$7K ﹤0.01%
+48
371
$7K ﹤0.01%
+41
372
$7K ﹤0.01%
+411
373
$7K ﹤0.01%
+435
374
$7K ﹤0.01%
+23
375
$7K ﹤0.01%
+80
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