CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.77M
3
+$3.75M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.42M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$909K

Top Sells

1
+$5.09M
2
+$3.57M
3
+$3.39M
4
BND icon
Vanguard Total Bond Market
BND
+$2.01M
5
DELL icon
Dell
DELL
+$1.01M

Sector Composition

1 Technology 11.7%
2 Industrials 9.98%
3 Financials 6.87%
4 Consumer Staples 5.7%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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