CFCI

Comprehensive Financial Consultants Institutional Portfolio holdings

AUM $337M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.56M
3
+$1.08M
4
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$1.05M
5
ABBV icon
AbbVie
ABBV
+$844K

Top Sells

1
+$2.6M
2
+$1.19M
3
+$1.02M
4
ICE icon
Intercontinental Exchange
ICE
+$976K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$946K

Sector Composition

1 Technology 18.25%
2 Healthcare 11.68%
3 Industrials 10.2%
4 Financials 9.83%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.73%
54,241
+1,019
52
$2.3M 0.71%
9,509
+6,816
53
$2.3M 0.71%
4,719
-51
54
$2.29M 0.71%
4,643
+1,383
55
$2.26M 0.7%
15,825
+775
56
$2.14M 0.66%
9,930
+75
57
$2.07M 0.64%
3,393
-24
58
$2.06M 0.64%
8,695
+74
59
$1.96M 0.61%
19,785
+1,305
60
$1.92M 0.59%
39,274
+2,700
61
$1.92M 0.59%
48,908
+12,610
62
$1.84M 0.57%
14,283
+1,086
63
$1.81M 0.56%
5,614
+6
64
$1.73M 0.54%
6,885
-152
65
$1.71M 0.53%
24,923
-3,223
66
$1.68M 0.52%
42,510
+19,629
67
$1.68M 0.52%
4,546
68
$1.66M 0.51%
10,670
-126
69
$1.63M 0.5%
35,198
-39
70
$1.59M 0.49%
7,182
-4
71
$1.58M 0.49%
23,548
+2,466
72
$1.57M 0.49%
27,361
-16,640
73
$1.54M 0.48%
59,497
+11,982
74
$1.54M 0.48%
7,745
+260
75
$1.52M 0.47%
15,949
-48
1 2
3
4 5