CG
CFO4Life Group Portfolio holdings
AUM $594M
AUM
$594M
AUM Growth
+$24.9M (+4%)
Cap. Flow
+$52.7M
Cap. Flow % of AUM
8.86%
Top 10 Holdings %Top 10 Hldgs %
47.54%
Holding
243
New
24
Increased
81
Reduced
97
Closed
22
Top Buys
| 1 | $30.9M | |
| 2 | $28M | |
| 3 | $24.5M | |
| 4 | $11.1M | |
| 5 | $11.1M |
Top Sells
| 1 | $21.8M | |
| 2 | $20.5M | |
| 3 | $11.6M | |
| 4 | $10.1M | |
| 5 | $6.77M |
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Industrials | 8.45% |
| 3 | Financials | 7.22% |
| 4 | Consumer Staples | 5.26% |
| 5 | Consumer Discretionary | 4.03% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -3,519 | Closed | – | |||
| $0 | 0% | 0 -3,811 | Closed | – | |||
| $0 | 0% | 0 -2,990 | Closed | – | |||
| $0 | 0% | 0 -6,500 | Closed | – | |||
| $0 | 0% | 0 -1,106 | Closed | – | |||
| $0 | 0% | 0 -4,011 | Closed | – | |||
| $0 | 0% | 0 -9,683 | Closed | – | |||
| $0 | 0% | 0 -235 | Closed | – | |||
| $0 | 0% | 0 -10,931 | Closed | – | |||
| $0 | 0% | 0 -1,479 | Closed | – | |||
| $0 | 0% | 0 -5,360 | Closed | – | |||
| $0 | 0% | 0 -2,479 | Closed | – | |||
| $0 | 0% | 0 -9,568 | Closed | – | |||
| $0 | 0% | 0 -1,013 | Closed | – | |||
| $0 | 0% | 0 -1,229 | Closed | – | |||
| $0 | 0% | 0 -13,215 | Closed | – | |||
| $0 | 0% | 0 -1,496 | Closed | – | |||
| $0 | 0% | 0 -8,705 | Closed | – |
