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
201
$80K 0.05%
+1,540
202
$80K 0.05%
+1,707
203
$78K 0.05%
+337
204
$77K 0.05%
+1,710
205
$77K 0.05%
+3,050
206
$76K 0.05%
+1,097
207
$75K 0.05%
+138
208
$74K 0.05%
+718
209
$74K 0.05%
+990
210
$73K 0.05%
+1,760
211
$72K 0.05%
+653
212
$72K 0.05%
+1,270
213
$72K 0.05%
+3,174
214
$64K 0.04%
+2,168
215
$64K 0.04%
+3,177
216
$63K 0.04%
+1,308
217
$62K 0.04%
+418
218
$62K 0.04%
+1,500
219
$61K 0.04%
+4,027
220
$61K 0.04%
+802
221
$61K 0.04%
+1,290
222
$59K 0.04%
+874
223
$59K 0.04%
+2,647
224
$59K 0.04%
+438
225
$56K 0.04%
+939
7 8
9
10 11