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
$275M
AUM Growth
+$656K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.57M
3
+$1.22M
4
MS icon
Morgan Stanley
MS
+$1.17M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$1.03M

Top Sells

1
+$4.35M
2
+$3.56M
3
+$1.07M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$986K
5
CSCO icon
Cisco
CSCO
+$876K

Sector Composition

1 Technology 16.81%
2 Financials 11.53%
3 Healthcare 11.1%
4 Industrials 10.63%
5 Consumer Discretionary 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-119,215
177
– –
-5,811
178
– –
-1,965
4 5 6 7
8