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%
+10
452
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+3
453
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460
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461
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+56
462
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467
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468
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469
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+20
470
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+57
471
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+41
472
$1K ﹤0.01%
+56
473
$1K ﹤0.01%
+85
474
$1K ﹤0.01%
+43
475
$1K ﹤0.01%
+39
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