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
$349M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.12M
3
+$2.01M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.41M
5
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M

Top Sells

1
+$1.14M
2
+$441K
3
+$436K
4
FTNT icon
Fortinet
FTNT
+$434K
5
EBAY icon
eBay
EBAY
+$429K

Sector Composition

1 Industrials 20.28%
2 Technology 9.75%
3 Consumer Staples 9.41%
4 Financials 6.8%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.76%
17,973
+73
27
$2.32M 0.67%
46,277
+24,649
28
$2.28M 0.65%
25,980
+220
29
$2.23M 0.64%
8,154
+38
30
$2.17M 0.62%
31,312
-6,280
31
$1.9M 0.55%
25,118
+2,259
32
$1.85M 0.53%
12,638
+20
33
$1.8M 0.52%
20,600
+660
34
$1.61M 0.46%
29,530
+3,952
35
$1.51M 0.43%
9,628
+1,060
36
$1.51M 0.43%
44,877
-382
37
$1.37M 0.39%
20,391
+2,416
38
$1.37M 0.39%
37,135
+2,175
39
$1.36M 0.39%
+54,751
40
$1.32M 0.38%
29,593
+625
41
$1.22M 0.35%
9,592
+270
42
$1.17M 0.33%
36,543
+4,251
43
$1.15M 0.33%
27,920
+878
44
$1.09M 0.31%
+17,473
45
$1M 0.29%
23,001
+12
46
$979K 0.28%
2,792
+37
47
$962K 0.28%
19,303
+112
48
$959K 0.28%
15,423
49
$899K 0.26%
14,579
-296
50
$866K 0.25%
16,526
+638
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