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
$237M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.16M
3
+$645K
4
CVS icon
CVS Health
CVS
+$489K
5
QRVO icon
Qorvo
QRVO
+$410K

Top Sells

1
+$2.21M
2
+$1.74M
3
+$628K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$453K
5
BKNG icon
Booking.com
BKNG
+$413K

Sector Composition

1 Industrials 22.42%
2 Technology 10.69%
3 Financials 9.38%
4 Consumer Staples 6.97%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.84%
29,740
-1,940
27
$1.84M 0.78%
26,340
-853
28
$1.79M 0.76%
8,747
-261
29
$1.53M 0.65%
21,100
30
$1.5M 0.64%
22,440
+360
31
$1.42M 0.6%
9,763
+172
32
$1.42M 0.6%
28,053
33
$1.42M 0.6%
38,085
-2,364
34
$1.41M 0.6%
29,397
-899
35
$1.37M 0.58%
17,193
-390
36
$1.22M 0.52%
20,394
-99
37
$1.14M 0.48%
8,185
+138
38
$1.04M 0.44%
8,628
-3,197
39
$1.02M 0.43%
3,460
+70
40
$972K 0.41%
15,423
41
$915K 0.39%
47,164
+562
42
$906K 0.38%
20,137
+228
43
$881K 0.37%
29,852
+6,997
44
$874K 0.37%
53,279
+186
45
$864K 0.37%
3,585
+46
46
$859K 0.36%
29,390
-1,900
47
$808K 0.34%
12,423
-242
48
$800K 0.34%
14,448
+458
49
$687K 0.29%
17,279
-212
50
$677K 0.29%
22,989
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