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
$177M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.65M
3
+$1.37M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.08M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$572K

Top Sells

1
+$1.04M
2
+$336K
3
+$239K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$230K
5
PLAY icon
Dave & Buster's
PLAY
+$230K

Sector Composition

1 Technology 14.03%
2 Healthcare 11.47%
3 Industrials 9.95%
4 Financials 9.38%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.72%
6,816
+323
52
$1.24M 0.7%
6,224
+399
53
$1.24M 0.7%
5,842
54
$1.23M 0.69%
7,593
+210
55
$1.22M 0.69%
11,799
+841
56
$1.2M 0.68%
4,296
+138
57
$1.18M 0.67%
11,458
+1,270
58
$1.14M 0.64%
3,977
59
$1.13M 0.64%
4,567
+251
60
$1.11M 0.63%
5,783
+365
61
$1.1M 0.62%
4,559
+299
62
$1.09M 0.62%
3,175
+162
63
$1.09M 0.62%
5,547
+186
64
$1.08M 0.61%
5,427
+167
65
$1.06M 0.6%
12,793
+1,000
66
$1.06M 0.6%
15,234
-218
67
$1.05M 0.6%
9,325
+435
68
$988K 0.56%
14,261
+634
69
$983K 0.56%
30,707
-234
70
$978K 0.55%
9,620
-138
71
$967K 0.55%
15,582
+713
72
$960K 0.54%
4,891
+389
73
$958K 0.54%
9,462
+514
74
$933K 0.53%
2,626
+91
75
$923K 0.52%
4,618
+131
1 2
3
4 5