CFCI

Comprehensive Financial Consultants Institutional Portfolio holdings

AUM $331M
1-Year Est. Return 16.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.05M
3
+$1.09M
4
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$949K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$855K

Top Sells

1
+$1M
2
+$753K
3
+$686K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$452K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$316K

Sector Composition

1 Technology 13.06%
2 Healthcare 12.46%
3 Financials 10.23%
4 Industrials 8.56%
5 Energy 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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165
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