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
151
$204K 0.13%
+1,159
152
$203K 0.13%
+5,193
153
$202K 0.13%
+1,375
154
$202K 0.13%
+1,990
155
$201K 0.13%
+2,348
156
$199K 0.13%
+2,616
157
$198K 0.13%
+5,130
158
$197K 0.13%
+2,961
159
$195K 0.13%
+957
160
$195K 0.13%
+4,557
161
$192K 0.12%
+1,289
162
$189K 0.12%
+2,079
163
$184K 0.12%
+1,098
164
$183K 0.12%
+6,397
165
$181K 0.12%
+1,459
166
$176K 0.11%
+2,086
167
$166K 0.11%
+6,643
168
$162K 0.1%
+3,384
169
$162K 0.1%
+2,859
170
$161K 0.1%
+2,480
171
$156K 0.1%
+5,140
172
$155K 0.1%
+1,478
173
$152K 0.1%
+1,803
174
$144K 0.09%
+935
175
$143K 0.09%
+7,785
5 6
7
8 9