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
26
$1.73M 1.11%
+7,182
27
$1.65M 1.06%
+10,361
28
$1.55M 1%
+45,464
29
$1.49M 0.95%
+45,732
30
$1.45M 0.93%
+6,340
31
$1.37M 0.88%
+24,782
32
$1.36M 0.87%
+44,515
33
$1.27M 0.82%
+3,112
34
$1.22M 0.78%
+7,725
35
$1.21M 0.77%
+4,014
36
$1.2M 0.77%
+8,960
37
$1.19M 0.76%
+5,897
38
$1.16M 0.75%
+11,229
39
$1.15M 0.74%
+2,427
40
$1.15M 0.73%
+6,804
41
$1.11M 0.71%
+5,901
42
$1.1M 0.71%
+7,180
43
$1.08M 0.69%
+7,417
44
$1.07M 0.69%
+9,463
45
$1.07M 0.68%
+8,315
46
$1.06M 0.68%
+8,512
47
$1.06M 0.68%
+3,976
48
$1.02M 0.66%
+23,717
49
$1.02M 0.65%
+4,653
50
$993K 0.64%
+4,246
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2
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