CG

CFO4Life Group Portfolio holdings

AUM $640M
1-Year Est. Return 13.06%
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$3.38M
3 +$2.08M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.06M

Top Sells

1 +$2.08M
2 +$1.42M
3 +$874K
4
BKNG icon
Booking.com
BKNG
+$856K
5
APP icon
Applovin
APP
+$840K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%