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
476
$1K ﹤0.01%
+15
477
$1K ﹤0.01%
+31
478
$1K ﹤0.01%
+7
479
$1K ﹤0.01%
+14
480
$0 ﹤0.01%
+6
481
$0 ﹤0.01%
+180
482
$0 ﹤0.01%
+5
483
$0 ﹤0.01%
+57
484
$0 ﹤0.01%
+9
485
$0 ﹤0.01%
+12
486
$0 ﹤0.01%
+18
487
$0 ﹤0.01%
+16
488
$0 ﹤0.01%
+15
489
$0 ﹤0.01%
+10
490
$0 ﹤0.01%
+5
491
$0 ﹤0.01%
+58
492
$0 ﹤0.01%
+6
493
$0 ﹤0.01%
+14
494
$0 ﹤0.01%
+8
495
$0 ﹤0.01%
+4
496
$0 ﹤0.01%
+3
497
$0 ﹤0.01%
+30
498
$0 ﹤0.01%
+4
499
$0 ﹤0.01%
+14
500
$0 ﹤0.01%
+64