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
$260M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.65M
3
+$7.77M
4
BND icon
Vanguard Total Bond Market
BND
+$7.11M
5
DAR icon
Darling Ingredients
DAR
+$5.26M

Top Sells

1
+$9.47M
2
+$1.03M
3
+$795K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$425K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$397K

Sector Composition

1 Industrials 19.12%
2 Technology 10.32%
3 Consumer Staples 7.9%
4 Financials 7.28%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.72%
26,420
-1,580
27
$1.75M 0.67%
7,730
-476
28
$1.67M 0.64%
12,813
-176
29
$1.53M 0.59%
50,739
-313,368
30
$1.4M 0.54%
22,415
+5,616
31
$1.36M 0.52%
29,178
+91
32
$1.34M 0.52%
9,538
-149
33
$1.28M 0.49%
18,120
-2,340
34
$1.23M 0.47%
27,434
+638
35
$1.16M 0.44%
19,329
-398
36
$1.14M 0.44%
21,048
+2,032
37
$1.11M 0.43%
21,708
38
$1.07M 0.41%
34,656
-750
39
$922K 0.35%
40,389
-96
40
$910K 0.35%
16,698
+3,084
41
$901K 0.35%
18,007
+9,969
42
$806K 0.31%
15,423
43
$795K 0.31%
29,901
+5,550
44
$768K 0.3%
15,025
-878
45
$760K 0.29%
22,989
46
$759K 0.29%
8,065
+147
47
$735K 0.28%
8,235
-658
48
$694K 0.27%
49,759
+780
49
$693K 0.27%
2,349
-996
50
$661K 0.25%
14,794
+232
1
2
3 4 5