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
$226M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$5.01M
3
+$1.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M
5
UPS icon
United Parcel Service
UPS
+$1.06M

Top Sells

1
+$25.9M
2
+$4.03M
3
+$3.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.01M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$979K

Sector Composition

1 Industrials 25.65%
2 Technology 9.23%
3 Financials 9.15%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.93%
4,428
-61
27
$2.03M 0.9%
47,642
-1,446
28
$2.01M 0.89%
24,151
-5,007
29
$1.95M 0.86%
8,077
-53
30
$1.9M 0.84%
26,441
-5,470
31
$1.86M 0.83%
+159,000
32
$1.6M 0.71%
11,572
-525
33
$1.59M 0.71%
11,425
34
$1.58M 0.7%
32,513
-3,065
35
$1.44M 0.64%
30,427
+1,197
36
$1.43M 0.64%
12,711
-207
37
$1.37M 0.61%
22,720
+880
38
$1.35M 0.6%
81,017
+8,270
39
$1.26M 0.56%
11,842
-37,690
40
$1.21M 0.54%
15,493
-68
41
$1.12M 0.5%
4,218
+2,003
42
$1.12M 0.5%
14,496
-2,610
43
$1.09M 0.49%
46,148
44
$1.06M 0.47%
10,075
-81
45
$1.03M 0.46%
13,306
-170
46
$998K 0.44%
8,162
-209
47
$994K 0.44%
+19,825
48
$885K 0.39%
19,466
+7,851
49
$870K 0.39%
15,423
50
$842K 0.37%
4,061
-534
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