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
101
$1M 0.31%
14,906
+830
102
$877K 0.27%
2,635
-3,732
103
$841K 0.26%
23,506
104
$831K 0.26%
42,504
-1,149
105
$813K 0.25%
9,737
+671
106
$798K 0.25%
17,975
+18
107
$777K 0.24%
39,421
-989
108
$770K 0.24%
4,954
+152
109
$758K 0.23%
36,618
-508
110
$719K 0.22%
4,294
111
$716K 0.22%
19,858
-364
112
$712K 0.22%
5,729
+104
113
$696K 0.22%
2,120
-535
114
$689K 0.21%
4,892
-50
115
$685K 0.21%
7,351
+197
116
$675K 0.21%
1,352
-44
117
$667K 0.21%
1,397
-99
118
$648K 0.2%
22,881
-73
119
$633K 0.2%
20,362
+3,758
120
$629K 0.19%
7,097
-3,202
121
$628K 0.19%
6,664
-2,665
122
$619K 0.19%
3,474
-488
123
$583K 0.18%
+22,016
124
$582K 0.18%
28,276
+145
125
$574K 0.18%
2,118
3 4
5
6 7