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
$275M
AUM Growth
+$656K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.57M
3
+$1.22M
4
MS icon
Morgan Stanley
MS
+$1.17M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.03M

Top Sells

1
+$4.35M
2
+$3.56M
3
+$1.07M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$986K
5
CSCO icon
Cisco
CSCO
+$876K

Sector Composition

1 Technology 16.81%
2 Financials 11.53%
3 Healthcare 11.1%
4 Industrials 10.63%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.26%
5,905
-69
27
$3.41M 1.24%
15,546
-59
28
$3.27M 1.19%
109,781
+3,125
29
$3.06M 1.11%
30,708
+1,928
30
$2.92M 1.06%
51,776
+337
31
$2.92M 1.06%
7,898
-107
32
$2.84M 1.03%
15,013
+235
33
$2.78M 1.01%
14,912
+1,451
34
$2.71M 0.99%
22,427
+245
35
$2.66M 0.97%
12,956
-581
36
$2.65M 0.97%
13,766
+203
37
$2.64M 0.96%
7,909
+41
38
$2.6M 0.95%
8,227
+282
39
$2.57M 0.94%
20,470
+9,318
40
$2.54M 0.93%
62,725
-377
41
$2.39M 0.87%
75,998
+7,479
42
$2.36M 0.86%
4,744
+173
43
$2.31M 0.84%
8,011
-97
44
$2.3M 0.84%
15,463
-37
45
$2.12M 0.77%
43,008
+20,898
46
$2.09M 0.76%
4,133
+193
47
$2.03M 0.74%
12,404
+658
48
$1.99M 0.72%
49,439
+237
49
$1.95M 0.71%
9,399
+487
50
$1.95M 0.71%
9,271
+479
1
2
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