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Home > Institutional Investor > Comprehensive Financial Consultants Institutional, Inc. > Profile

Instuitional Investor - Comprehensive Financial Consultants Institutional, Inc.

Fund Profile
Filing Period:
Fund Name: Comprehensive Financial Consultants Institutional, Inc.
Portfolio Value $274,808,536
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 32,287 $7,739,517 2.81%
2.
Apple Inc.
 AAPL 28,823 $7,218,018 2.62%
3.
Broadcom Inc.
 AVGO 27,881 $6,463,931 2.35%
4.
Microsoft Corp
 MSFT 14,695 $6,193,943 2.25%
5.
Home Depot Inc.
 HD 13,879 $5,398,792 1.96%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)