Portfolio (Quarterly)
Guide ↗
Comprehensive Financial Consultants Institutional, Inc.
· CIK 0001915714| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 3,395.0 | $210K | 0.06% | NEW | — | $61.76 | -9.1% |
| 22 | — | INNOVATOR ETFS TRUST | — | 6,487.0 | $204K | 0.05% | NEW | — | $31.45 | — |
| 23 | ETHA | ISHARES ETHEREUM TR | Financial Services | 10,684.0 | $127K | 0.03% | NEW | — | $11.89 | +54.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%