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
51
$1.94M 0.71%
9,456
+638
52
$1.94M 0.71%
9,922
-43
53
$1.82M 0.66%
24,628
+1,971
54
$1.82M 0.66%
9,251
+842
55
$1.81M 0.66%
14,955
+1,220
56
$1.79M 0.65%
19,292
+123
57
$1.74M 0.63%
53,216
-25,466
58
$1.71M 0.62%
28,807
-14,799
59
$1.68M 0.61%
7,451
-276
60
$1.68M 0.61%
61,644
+3,559
61
$1.62M 0.59%
3,450
-42
62
$1.62M 0.59%
5,586
+1,206
63
$1.61M 0.59%
4,482
+130
64
$1.59M 0.58%
9,466
-121
65
$1.56M 0.57%
35,739
-789
66
$1.56M 0.57%
34,676
+332
67
$1.55M 0.56%
6,288
+88
68
$1.55M 0.56%
7,676
-252
69
$1.5M 0.54%
10,327
-389
70
$1.49M 0.54%
47,539
-1,797
71
$1.47M 0.53%
16,553
-624
72
$1.41M 0.51%
4,870
-66
73
$1.36M 0.49%
12,000
+252
74
$1.32M 0.48%
29,944
-5,004
75
$1.29M 0.47%
8,479
-167
1 2
3
4 5