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
151
$307K 0.1%
6,872
-160
152
$305K 0.09%
3,092
153
$302K 0.09%
2,993
154
$299K 0.09%
11,391
-78
155
$293K 0.09%
7,719
156
$290K 0.09%
6,635
-14,739
157
$289K 0.09%
4,502
158
$289K 0.09%
9,385
+622
159
$287K 0.09%
3,415
-7,356
160
$283K 0.09%
1,150
-60
161
$282K 0.09%
+5,557
162
$282K 0.09%
+8,452
163
$281K 0.09%
632
-85
164
$280K 0.09%
+9,540
165
$273K 0.08%
11,160
-500
166
$267K 0.08%
584
167
$267K 0.08%
472
168
$261K 0.08%
6,456
169
$254K 0.08%
3,873
-633
170
$254K 0.08%
1,757
-175
171
$245K 0.08%
2,580
-328
172
$240K 0.07%
8,937
173
$236K 0.07%
12,528
+320
174
$235K 0.07%
+905
175
$233K 0.07%
1,501
4 5 6
7
8