CFCI

Comprehensive Financial Consultants Institutional Portfolio holdings

AUM $331M
1-Year Est. Return 16.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2M
3
+$1.85M
4
SNPS icon
Synopsys
SNPS
+$1.52M
5
UNH icon
UnitedHealth
UNH
+$971K

Top Sells

1
+$2.81M
2
+$2M
3
+$1.78M
4
META icon
Meta Platforms (Facebook)
META
+$1.02M
5
EL icon
Estee Lauder
EL
+$984K

Sector Composition

1 Technology 18.53%
2 Healthcare 11.3%
3 Industrials 10.51%
4 Financials 10.45%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
0
177
– –
0
178
$216K 0.07%
10,153
-2,339
179
$210K 0.07%
3,520
-917
180
$206K 0.07%
7,374
-2,012
181
$204K 0.07%
+1,652
182
$121K 0.04%
+10,169
183
– –
-2,984
184
– –
-1,375
185
– –
-10,627
186
– –
-9,540
4 5 6 7
8