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
51
$993K 0.64%
+2,260
52
$992K 0.64%
+3,978
53
$983K 0.63%
+8,036
54
$983K 0.63%
+14,726
55
$979K 0.63%
+6,124
56
$978K 0.63%
+2,181
57
$966K 0.62%
+5,654
58
$961K 0.62%
+18,238
59
$960K 0.62%
+18,814
60
$939K 0.6%
+3,747
61
$924K 0.59%
+18,650
62
$915K 0.59%
+4,033
63
$904K 0.58%
+13,147
64
$882K 0.57%
+14,013
65
$878K 0.56%
+13,985
66
$859K 0.55%
+4,129
67
$843K 0.54%
+4,016
68
$837K 0.54%
+3,820
69
$825K 0.53%
+8,892
70
$821K 0.53%
+8,599
71
$797K 0.51%
+4,922
72
$786K 0.5%
+5,118
73
$785K 0.5%
+1,795
74
$777K 0.5%
+24,107
75
$773K 0.5%
+8,186
1 2
3
4 5