CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$6.76M
3
+$5.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.15M
5
LII icon
Lennox International
LII
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 36.4%
2 Technology 5.71%
3 Financials 5.08%
4 Consumer Staples 4.28%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$679K 0.62%
+16,163
27
$638K 0.58%
+8,269
28
$631K 0.57%
+57,820
29
$625K 0.57%
+2,636
30
$603K 0.55%
+15,492
31
$580K 0.53%
+19,043
32
$561K 0.51%
+39,165
33
$555K 0.5%
+11,142
34
$554K 0.5%
+13,080
35
$550K 0.5%
+18,259
36
$542K 0.49%
+14,417
37
$511K 0.46%
+2,476
38
$511K 0.46%
+4,104
39
$509K 0.46%
+5,523
40
$509K 0.46%
+2,608
41
$497K 0.45%
+3,992
42
$490K 0.44%
+3,434
43
$483K 0.44%
+3,403
44
$477K 0.43%
+8,867
45
$468K 0.42%
+13,146
46
$465K 0.42%
+7,575
47
$452K 0.41%
+7,678
48
$438K 0.4%
+30,344
49
$435K 0.39%
+7,541
50
$435K 0.39%
+7,546
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