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
$141M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.87M
3
+$1M
4
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$916K
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$829K

Top Sells

1
+$1M
2
+$753K
3
+$577K
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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