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
$118M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$507K
3
+$497K
4
WP
Worldpay, Inc.
WP
+$416K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$353K

Top Sells

1
+$734K
2
+$701K
3
+$630K
4
MHK icon
Mohawk Industries
MHK
+$521K
5
AMGN icon
Amgen
AMGN
+$462K

Sector Composition

1 Industrials 32.42%
2 Financials 6%
3 Technology 5.71%
4 Consumer Staples 4.59%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$683K 0.58%
9,440
+2,940
27
$671K 0.57%
11,718
-717
28
$611K 0.52%
2,529
+13
29
$609K 0.51%
13,887
-10
30
$609K 0.51%
12,958
31
$590K 0.5%
6,726
-803
32
$587K 0.5%
13,146
+1,821
33
$572K 0.48%
7,583
+26
34
$570K 0.48%
38,304
+791
35
$541K 0.46%
2,255
+140
36
$524K 0.44%
+4,769
37
$522K 0.44%
13,855
-3,280
38
$518K 0.44%
4,039
+96
39
$513K 0.43%
7,827
+22
40
$510K 0.43%
14,915
-995
41
$507K 0.43%
+8,511
42
$506K 0.43%
2,758
-48
43
$502K 0.42%
11,969
+235
44
$501K 0.42%
5,222
+434
45
$497K 0.42%
+6,909
46
$497K 0.42%
3,576
+22
47
$468K 0.4%
3,436
48
$459K 0.39%
39,736
-11,657
49
$428K 0.36%
27,193
+402
50
$416K 0.35%
+5,056
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