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
$255M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.15M
3
+$669K
4
APD icon
Air Products & Chemicals
APD
+$613K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$607K

Top Sells

1
+$1.46M
2
+$868K
3
+$306K
4
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$251K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$241K

Sector Composition

1 Technology 15.69%
2 Healthcare 12.14%
3 Financials 10.73%
4 Industrials 10.66%
5 Consumer Discretionary 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.76%
12,751
+3,923
52
$1.92M 0.75%
56,963
+5,111
53
$1.88M 0.73%
10,274
-13
54
$1.86M 0.73%
10,866
-248
55
$1.81M 0.71%
60,208
+38,137
56
$1.78M 0.7%
8,421
+796
57
$1.72M 0.67%
8,042
+183
58
$1.67M 0.65%
19,239
+651
59
$1.65M 0.64%
10,531
+582
60
$1.64M 0.64%
7,659
+220
61
$1.59M 0.62%
9,663
+280
62
$1.58M 0.62%
18,866
+935
63
$1.55M 0.61%
4,966
+237
64
$1.55M 0.61%
3,555
+297
65
$1.52M 0.6%
34,983
+13,943
66
$1.52M 0.6%
+49,814
67
$1.51M 0.59%
36,939
+1,011
68
$1.5M 0.59%
7,555
-260
69
$1.48M 0.58%
4,352
+315
70
$1.41M 0.55%
8,531
+597
71
$1.39M 0.55%
17,852
+1,395
72
$1.35M 0.53%
6,135
+414
73
$1.32M 0.52%
5,766
+103
74
$1.29M 0.51%
2,327
+203
75
$1.25M 0.49%
4,891
+407
1 2
3
4 5