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
$127M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$380K
3
+$315K
4
GIS icon
General Mills
GIS
+$228K
5
HD icon
Home Depot
HD
+$222K

Top Sells

1
+$2.47M
2
+$597K
3
+$566K
4
GE icon
GE Aerospace
GE
+$406K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$378K

Sector Composition

1 Industrials 34.69%
2 Technology 6.13%
3 Financials 5.07%
4 Consumer Staples 4.88%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.56%
13,897
-659
27
$709K 0.56%
13,460
-60
28
$701K 0.55%
5,595
+5
29
$700K 0.55%
7,529
-188
30
$659K 0.52%
17,135
-92
31
$646K 0.51%
12,808
-198
32
$637K 0.5%
15,910
-1,245
33
$630K 0.5%
9,069
-156
34
$622K 0.49%
2,516
+13
35
$613K 0.48%
51,393
+53
36
$595K 0.47%
12,958
37
$577K 0.45%
37,513
-2,451
38
$551K 0.43%
3,943
-104
39
$545K 0.43%
11,325
-1,341
40
$541K 0.43%
7,557
-2,538
41
$528K 0.42%
2,115
-56
42
$521K 0.41%
1,889
-43
43
$518K 0.41%
7,805
+12
44
$493K 0.39%
11,734
-49
45
$487K 0.38%
3,554
-111
46
$484K 0.38%
2,806
+509
47
$463K 0.36%
3,436
48
$439K 0.35%
26,791
+408
49
$436K 0.34%
13,732
-387
50
$431K 0.34%
4,134
-176
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2
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