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
$227M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$8.72M
3
+$7.28M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.18M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.52M

Top Sells

1
+$9.19M
2
+$1.71M
3
+$1.59M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Sector Composition

1 Industrials 21.05%
2 Technology 7.67%
3 Financials 7.08%
4 Consumer Staples 5.91%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.94%
23,355
-796
27
$2.04M 0.9%
40,629
+20,804
28
$2.01M 0.88%
29,479
-6,134
29
$2.01M 0.88%
+39,968
30
$2M 0.88%
38,720
-2,240
31
$1.99M 0.87%
+61,447
32
$1.72M 0.76%
4,378
-50
33
$1.7M 0.75%
52,914
+5,272
34
$1.6M 0.7%
12,380
+808
35
$1.59M 0.7%
33,902
+3,475
36
$1.53M 0.67%
35,394
+2,881
37
$1.41M 0.62%
14,467
+1,756
38
$1.39M 0.61%
12,782
+4,620
39
$1.34M 0.59%
10,232
-4,095
40
$1.24M 0.54%
23,720
+1,000
41
$1.2M 0.53%
23,950
+11,855
42
$1.12M 0.49%
4,482
+264
43
$1.1M 0.48%
81,969
+952
44
$1.07M 0.47%
20,631
-5,810
45
$1.04M 0.46%
13,549
-947
46
$827K 0.36%
13,268
-38
47
$794K 0.35%
46,148
48
$783K 0.34%
22,984
+1,865
49
$757K 0.33%
15,423
50
$747K 0.33%
3,838
-223
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