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
76
$1.23M 0.48%
11,868
+1,351
77
$1.23M 0.48%
11,518
+2,233
78
$1.2M 0.47%
10,850
+458
79
$1.18M 0.46%
2,155
80
$1.16M 0.45%
2,645
+161
81
$1.1M 0.43%
11,358
+863
82
$1.1M 0.43%
17,320
+1,624
83
$1.06M 0.42%
5,842
-91
84
$1.06M 0.42%
27,369
+3,162
85
$1.03M 0.4%
10,465
+767
86
$1.02M 0.4%
9,384
87
$962K 0.38%
7,030
+1,161
88
$956K 0.37%
6,908
+481
89
$929K 0.36%
1,707
+5
90
$926K 0.36%
9,242
+922
91
$923K 0.36%
9,447
+1,802
92
$908K 0.36%
21,857
+3,655
93
$892K 0.35%
3,333
+18
94
$883K 0.35%
11,313
+335
95
$831K 0.33%
43,361
96
$811K 0.32%
14,807
-246
97
$803K 0.31%
5,809
+716
98
$777K 0.3%
38,010
-590
99
$744K 0.29%
5,024
+334
100
$737K 0.29%
14,646
+3,081
2 3
4
5 6