CFCI
Comprehensive Financial Consultants Institutional Portfolio holdings
AUM
$305M
This Quarter Return
-2.42%
1 Year Return
+15.7%
3 Year Return
+62.57%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+0.52%)
Cap. Flow
+$7.78M
Cap. Flow
% of AUM
4.09%
Top 10 Holdings %
Top 10 Hldgs %
19.93%
Holding
167
New
5
Increased
79
Reduced
48
Closed
14
Top Buys
| 1 |
FT Vest US Equity Deep Buffer ETF July
DJUL
|
$2.75M |
| 2 |
Innovator US Equity Ultra Buffer ETF July
UJUL
|
$1.37M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.33M |
| 4 |
Verizon
VZ
|
$491K |
| 5 |
Devon Energy
DVN
|
$388K |
Top Sells
Sector Composition
| 1 | Technology | 13.82% |
| 2 | Healthcare | 11.76% |
| 3 | Industrials | 10.97% |
| 4 | Financials | 10.31% |
| 5 | Consumer Discretionary | 7.01% |
