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
$124M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$845K
3
+$611K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$566K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Top Sells

1
+$588K
2
+$522K
3
+$500K
4
CTXS
Citrix Systems Inc
CTXS
+$408K
5
COMM icon
CommScope
COMM
+$400K

Sector Composition

1 Industrials 35.84%
2 Technology 6.01%
3 Financials 4.93%
4 Consumer Staples 4.82%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$658K 0.53%
13,520
+180
27
$644K 0.52%
34,876
-543
28
$643K 0.52%
8,317
-190
29
$629K 0.51%
13,006
-190
30
$628K 0.51%
4,310
-16
31
$622K 0.5%
12,666
+1,312
32
$617K 0.5%
7,717
+1,188
33
$612K 0.49%
39,964
-7,169
34
$611K 0.49%
+4,605
35
$610K 0.49%
5,590
-54
36
$609K 0.49%
9,225
-156
37
$608K 0.49%
51,340
-7,810
38
$597K 0.48%
7,823
+362
39
$597K 0.48%
17,227
+172
40
$581K 0.47%
14,556
+368
41
$566K 0.46%
+3,705
42
$565K 0.46%
+12,958
43
$561K 0.45%
+4,611
44
$560K 0.45%
2,503
+13
45
$526K 0.42%
4,047
-160
46
$503K 0.41%
7,793
-117
47
$490K 0.4%
+2,171
48
$478K 0.39%
1,932
-54
49
$475K 0.38%
3,665
+112
50
$446K 0.36%
11,783
+303
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