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
76
$1.45M 0.45%
4,766
+10
77
$1.43M 0.44%
9,326
+456
78
$1.39M 0.43%
10,410
+410
79
$1.37M 0.42%
2,048
-17
80
$1.36M 0.42%
37,588
+29,700
81
$1.36M 0.42%
9,692
+398
82
$1.34M 0.42%
15,118
+1,350
83
$1.29M 0.4%
16,858
+283
84
$1.29M 0.4%
9,855
-171
85
$1.28M 0.4%
7,713
+129
86
$1.24M 0.38%
4,404
87
$1.22M 0.38%
4,324
-70
88
$1.21M 0.38%
5,628
-187
89
$1.18M 0.37%
3,348
+161
90
$1.14M 0.35%
22,730
+3,687
91
$1.13M 0.35%
24,797
+267
92
$1.12M 0.35%
2,348
-9
93
$1.08M 0.33%
16,280
+770
94
$1.07M 0.33%
23,028
-493
95
$1.06M 0.33%
10,944
+1,115
96
$1.06M 0.33%
8,527
-51
97
$1.03M 0.32%
22,853
+982
98
$1.03M 0.32%
13,524
+737
99
$1.02M 0.32%
5,459
-124
100
$1M 0.31%
4,726
-361
2 3
4
5 6