CFCI

Comprehensive Financial Consultants Institutional Portfolio holdings

AUM $331M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.55M
3
+$2.04M
4
SNPS icon
Synopsys
SNPS
+$1.67M
5
UNH icon
UnitedHealth
UNH
+$792K

Top Sells

1
+$2.8M
2
+$2M
3
+$1.91M
4
EL icon
Estee Lauder
EL
+$1.24M
5
META icon
Meta Platforms (Facebook)
META
+$1.22M

Sector Composition

1 Technology 18.53%
2 Healthcare 11.3%
3 Industrials 10.51%
4 Financials 10.45%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.74%
7,294
+1,807
52
$2.23M 0.73%
53,222
-595
53
$2.21M 0.73%
14,021
+4,023
54
$2.18M 0.71%
41,449
-1,170
55
$2.13M 0.7%
6,836
+2,540
56
$2.07M 0.68%
15,050
+1,790
57
$2.04M 0.67%
+36,298
58
$2.02M 0.66%
9,855
-115
59
$1.95M 0.64%
28,146
+535
60
$1.94M 0.64%
6,367
-284
61
$1.84M 0.6%
21,082
+8,458
62
$1.8M 0.59%
4,546
+28
63
$1.73M 0.57%
18,480
-483
64
$1.72M 0.56%
36,574
-245
65
$1.71M 0.56%
3,417
-35
66
$1.67M 0.55%
+3,260
67
$1.64M 0.54%
7,186
-305
68
$1.64M 0.54%
7,055
+8
69
$1.6M 0.53%
46,920
-701
70
$1.58M 0.52%
35,237
-524
71
$1.56M 0.51%
7,037
+529
72
$1.55M 0.51%
10,796
+285
73
$1.5M 0.49%
15,997
-729
74
$1.41M 0.46%
8,870
-344
75
$1.39M 0.46%
4,756
-63
1 2
3
4 5