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
$213M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$819K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$532K
5
SYK icon
Stryker
SYK
+$525K

Top Sells

1
+$21.9M
2
+$9.09M
3
+$7.16M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.99M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.2M

Sector Composition

1 Industrials 24.85%
2 Financials 8.81%
3 Technology 8.78%
4 Consumer Staples 7%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.94%
39,856
-773
27
$1.95M 0.92%
36,373
+2,471
28
$1.95M 0.92%
52,220
-694
29
$1.91M 0.89%
32,520
-6,200
30
$1.74M 0.81%
4,059
-319
31
$1.72M 0.81%
12,300
-80
32
$1.67M 0.78%
30,965
-4,429
33
$1.56M 0.73%
9,360
-872
34
$1.49M 0.7%
12,064
-718
35
$1.48M 0.69%
14,594
+127
36
$1.34M 0.63%
22,840
-880
37
$1.13M 0.53%
18,221
-2,410
38
$983K 0.46%
62,937
-19,032
39
$878K 0.41%
10,189
-3,360
40
$870K 0.41%
13,038
-230
41
$868K 0.41%
24,667
-622,837
42
$851K 0.4%
21,280
-1,704
43
$846K 0.4%
15,423
44
$819K 0.38%
3,312
-1,170
45
$819K 0.38%
+22,989
46
$731K 0.34%
19,201
-538
47
$725K 0.34%
15,479
+637
48
$709K 0.33%
14,509
-146,549
49
$658K 0.31%
377
-2
50
$656K 0.31%
3,454
-384
1
2
3 4 5