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
451
$1K ﹤0.01%
+20
452
$1K ﹤0.01%
+14
453
$1K ﹤0.01%
+56
454
$1K ﹤0.01%
+5
455
$1K ﹤0.01%
+130
456
$1K ﹤0.01%
+7
457
$1K ﹤0.01%
+17
458
$1K ﹤0.01%
+16
459
$1K ﹤0.01%
+43
460
$1K ﹤0.01%
+13
461
$1K ﹤0.01%
+8
462
$1K ﹤0.01%
+3
463
$1K ﹤0.01%
+10
464
$1K ﹤0.01%
+28
465
$1K ﹤0.01%
+34
466
$1K ﹤0.01%
+44
467
$1K ﹤0.01%
+7
468
$1K ﹤0.01%
+57
469
$1K ﹤0.01%
+10
470
$1K ﹤0.01%
+8
471
$1K ﹤0.01%
+13
472
$1K ﹤0.01%
+35
473
$1K ﹤0.01%
+27
474
$1K ﹤0.01%
+21
475
$1K ﹤0.01%
+5
17 18
19
20 21