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
$187M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$998K
3
+$820K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$704K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$640K

Top Sells

1
+$8.3M
2
+$3.76M
3
+$3.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$943K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$668K

Sector Composition

1 Industrials 22.34%
2 Technology 11.39%
3 Financials 8.61%
4 Consumer Staples 7.19%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.68%
9,687
-76
27
$1.19M 0.64%
20,460
-1,980
28
$1.14M 0.61%
29,087
-310
29
$1.1M 0.59%
35,406
-2,679
30
$1.09M 0.59%
21,708
-6,345
31
$1.07M 0.57%
19,727
-667
32
$1.02M 0.54%
26,796
+456
33
$998K 0.53%
+19,016
34
$891K 0.48%
40,485
+10,633
35
$877K 0.47%
16,799
+13,478
36
$834K 0.45%
3,345
-115
37
$713K 0.38%
7,918
-267
38
$712K 0.38%
15,423
39
$679K 0.36%
19,751
-386
40
$670K 0.36%
15,903
-1,290
41
$644K 0.34%
8,893
+265
42
$644K 0.34%
14,562
+114
43
$640K 0.34%
+13,614
44
$597K 0.32%
48,979
-4,300
45
$590K 0.32%
+11,186
46
$570K 0.3%
23,740
-5,650
47
$562K 0.3%
+24,351
48
$529K 0.28%
22,989
49
$527K 0.28%
18,131
+852
50
$520K 0.28%
10,468
-207
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2
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