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
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.21M
3
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

1
+$2.03M
2
+$1.4M
3
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73.2K 0.01%
14,500
227
$33K 0.01%
+10,649
228
$13.6K ﹤0.01%
+10,000
229
– –
-3,845
230
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-3,960
231
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-8,607
232
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-1,295
233
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-2,430
234
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-13,240
235
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-4,279
236
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-749
237
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-7,913
238
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-4,672
239
– –
-1,009
240
– –
-7,513
241
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-14,503
242
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-2,797
243
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-5,858
244
– –
-9,517
245
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-429
6 7 8 9
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