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
176
$138K 0.09%
+3,925
177
$135K 0.09%
+1,224
178
$129K 0.08%
+5,078
179
$127K 0.08%
+2,812
180
$124K 0.08%
+2,508
181
$124K 0.08%
+2,305
182
$120K 0.08%
+1,928
183
$118K 0.08%
+593
184
$110K 0.07%
+1,405
185
$109K 0.07%
+623
186
$102K 0.07%
+7,325
187
$102K 0.07%
+3,760
188
$98K 0.06%
+788
189
$94K 0.06%
+905
190
$93K 0.06%
+3,650
191
$90K 0.06%
+245
192
$90K 0.06%
+1,081
193
$89K 0.06%
+4,998
194
$88K 0.06%
+472
195
$88K 0.06%
+2,226
196
$84K 0.05%
+4,564
197
$83K 0.05%
+4,162
198
$83K 0.05%
+1,645
199
$82K 0.05%
+306
200
$81K 0.05%
+4,210
6 7
8
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