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
$219M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$5.1M
3
+$922K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$866K
5
CPAY icon
Corpay
CPAY
+$670K

Top Sells

1
+$3.7M
2
+$3.68M
3
+$1.62M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$1.56M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$868K

Sector Composition

1 Industrials 22.87%
2 Financials 9.45%
3 Technology 9.4%
4 Consumer Staples 6.98%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.97%
27,622
-745
27
$1.92M 0.88%
4,092
+33
28
$1.86M 0.85%
9,616
+256
29
$1.75M 0.8%
32,380
-140
30
$1.68M 0.77%
30,745
-220
31
$1.66M 0.76%
11,879
-421
32
$1.52M 0.7%
12,242
+178
33
$1.46M 0.67%
30,587
-5,786
34
$1.42M 0.65%
28,053
-11,915
35
$1.27M 0.58%
18,111
-110
36
$1.23M 0.56%
22,660
-180
37
$1.17M 0.54%
17,600
+13,000
38
$1M 0.46%
63,907
+970
39
$965K 0.44%
8,630
-5,964
40
$922K 0.42%
+50,430
41
$909K 0.42%
21,497
+217
42
$874K 0.4%
15,423
43
$872K 0.4%
3,575
+263
44
$827K 0.38%
9,055
-1,134
45
$795K 0.36%
13,038
46
$774K 0.35%
413
+36
47
$729K 0.33%
14,310
-1,169
48
$670K 0.31%
+2,385
49
$655K 0.3%
3,555
+101
50
$644K 0.29%
34,300
+340
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