Portfolio (Quarterly)
Guide ↗
Comprehensive Financial Consultants Institutional, Inc.
· CIK 0001915714| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CMCSA | COMCAST CORP NEW | Communication Services | 140,734 | $4.0M | 1.20% | SOLD |
| 2 | FIS | FIDELITY NATL INFORMATION SV | Technology | 63,533 | $3.0M | 0.89% | SOLD |
| 3 | MDT | MEDTRONIC PLC | Healthcare | 23,215 | $2.0M | 0.60% | SOLD |
| 4 | DXCM | DEXCOM INC | Healthcare | 30,592 | $1.9M | 0.57% | SOLD |
| 5 | HON | HONEYWELL INTL INC | Industrials | 7,861 | $1.8M | 0.53% | SOLD |
| 6 | XLF | SELECT SECTOR SPDR TR | — | 7,914 | $391K | 0.12% | SOLD |
| 7 | COP | CONOCOPHILLIPS | Energy | 2,017 | $266K | 0.08% | SOLD |
| 8 | UAUG | INNOVATOR ETFS TRUST | — | 5,648 | $222K | 0.07% | SOLD |
| 9 | MOO | VANECK ETF TRUST | — | 2,495 | $211K | 0.06% | SOLD |
| 10 | VHT | VANGUARD WORLD FD | — | 759 | $207K | 0.06% | SOLD |
| 11 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 531 | $202K | 0.06% | SOLD |
Sector Allocation
Technology
22.5%
Financial Services
18.0%
Industrials
14.2%
Healthcare
13.5%
Consumer Cyclical
11.3%
Consumer Defensive
4.5%
Communication Services
4.1%
Energy
4.1%
Utilities
3.4%
Basic Materials
2.3%