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
$240M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$15.5M
3
+$5.43M
4
HD icon
Home Depot
HD
+$5.4M
5
AAPL icon
Apple
AAPL
+$4.69M

Top Sells

1
+$592K
2
+$590K
3
+$513K
4
WP
Worldpay, Inc.
WP
+$416K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$407K

Sector Composition

1 Industrials 21.25%
2 Consumer Staples 16.66%
3 Financials 8.14%
4 Technology 7.62%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.94%
+78,666
27
$2.24M 0.93%
+4,489
28
$2.13M 0.89%
+31,911
29
$2.07M 0.86%
+40,800
30
$1.92M 0.8%
49,088
-923
31
$1.85M 0.77%
8,130
+5,875
32
$1.57M 0.66%
28,755
+2,366
33
$1.53M 0.64%
+35,578
34
$1.47M 0.61%
12,097
+8,058
35
$1.45M 0.61%
29,230
+24,250
36
$1.35M 0.56%
12,918
+44
37
$1.23M 0.51%
21,840
+8,280
38
$1.22M 0.51%
+15,561
39
$1.17M 0.49%
72,747
-6,022
40
$1.16M 0.48%
+17,106
41
$1.12M 0.47%
46,148
42
$1.07M 0.45%
+10,156
43
$1.06M 0.44%
+8,371
44
$977K 0.41%
5,257
-654
45
$938K 0.39%
+13,476
46
$848K 0.35%
4,595
+279
47
$828K 0.35%
+15,423
48
$776K 0.32%
+17,698
49
$702K 0.29%
11,402
-2,216
50
$691K 0.29%
13,114
-844
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