CFCI
Comprehensive Financial Consultants Institutional Portfolio holdings
AUM
$305M
1-Year Return
15.7%
This Quarter Return
+9.2%
1 Year Return
+15.7%
3 Year Return
+62.57%
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.73%
Holding
523
New
523
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$3.96M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$3.8M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.26M |
| 4 |
JPMorgan Chase
JPM
|
$3.26M |
| 5 |
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 | 7.58% |
| 5 | Consumer Discretionary | 6.54% |
