CFCI
Comprehensive Financial Consultants Institutional Portfolio holdings
AUM
$305M
This Quarter Return
+8.82%
1 Year Return
+15.7%
3 Year Return
+62.57%
5 Year Return
–
10 Year Return
–
AUM
$305M
AUM Growth
+$305M
(+8.3%)
Cap. Flow
+$6.02M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
20.6%
Holding
186
New
11
Increased
66
Reduced
77
Closed
4
Top Buys
| 1 |
AbbVie
ABBV
|
$3.22M |
| 2 |
GE Vernova
GEV
|
$2.55M |
| 3 |
Chipotle Mexican Grill
CMG
|
$2.04M |
| 4 |
Synopsys
SNPS
|
$1.67M |
| 5 |
UnitedHealth
UNH
|
$792K |
Top Sells
| 1 |
Merck
MRK
|
$2.8M |
| 2 |
L3Harris
LHX
|
$2M |
| 3 |
Intercontinental Exchange
ICE
|
$1.91M |
| 4 |
Estee Lauder
EL
|
$1.24M |
| 5 |
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% |
