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
376
$7K ﹤0.01%
+148
377
$6K ﹤0.01%
+80
378
$6K ﹤0.01%
+56
379
$6K ﹤0.01%
+366
380
$6K ﹤0.01%
+435
381
$6K ﹤0.01%
+270
382
$6K ﹤0.01%
+540
383
$6K ﹤0.01%
+222
384
$6K ﹤0.01%
+620
385
$6K ﹤0.01%
+184
386
$5K ﹤0.01%
+70
387
$5K ﹤0.01%
+89
388
$5K ﹤0.01%
+300
389
$5K ﹤0.01%
+278
390
$5K ﹤0.01%
+294
391
$5K ﹤0.01%
+152
392
$5K ﹤0.01%
+120
393
$4K ﹤0.01%
+7
394
$4K ﹤0.01%
+87
395
$4K ﹤0.01%
+260
396
$4K ﹤0.01%
+20
397
$4K ﹤0.01%
+55
398
$4K ﹤0.01%
+152
399
$4K ﹤0.01%
+123
400
$4K ﹤0.01%
+287
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