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
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.8M
3
+$3.26M
4
JPM icon
JPMorgan Chase
JPM
+$3.26M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.2%
2 Financials 9.96%
3 Healthcare 8.92%
4 Industrials 7.56%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$744K 0.48%
+35,005
77
$743K 0.48%
+12,388
78
$707K 0.45%
+5,095
79
$695K 0.45%
+32,622
80
$691K 0.44%
+14,049
81
$681K 0.44%
+3,421
82
$665K 0.43%
+1,901
83
$656K 0.42%
+32,173
84
$655K 0.42%
+5,982
85
$644K 0.41%
+2,911
86
$639K 0.41%
+30,150
87
$627K 0.4%
+29,484
88
$576K 0.37%
+1,408
89
$566K 0.36%
+5,648
90
$557K 0.36%
+4,227
91
$555K 0.36%
+10,646
92
$548K 0.35%
+10,213
93
$539K 0.35%
+16,690
94
$509K 0.33%
+7,393
95
$509K 0.33%
+5,135
96
$504K 0.32%
+3,991
97
$498K 0.32%
+15,451
98
$488K 0.31%
+1,049
99
$480K 0.31%
+4,899
100
$477K 0.31%
+17,082
2 3
4
5 6