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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 $322,785,974
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 28,460 $8,977,138 2.78%
2.
Invesco Qqq Tr
 13,943 $8,370,959 2.59%
3.
Apple Inc.
 AAPL 30,037 $7,648,404 2.37%
4.
Microsoft Corp
 MSFT 14,537 $7,529,439 2.33%
5.
Broadcom Inc.
 AVGO 20,861 $6,882,253 2.13%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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