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
$477M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.2M
3
+$2.54M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.03M
5
EOG icon
EOG Resources
EOG
+$980K

Top Sells

1
+$17.1M
2
+$8.35M
3
+$1.1M
4
LKQ icon
LKQ Corp
LKQ
+$886K
5
ADBE icon
Adobe
ADBE
+$847K

Sector Composition

1 Industrials 17.63%
2 Consumer Staples 11.48%
3 Technology 10.44%
4 Financials 5.78%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 0.66%
63,907
-345,296
27
$3.16M 0.66%
20,676
-983
28
$2.81M 0.59%
3,671
-22
29
$2.8M 0.59%
16,704
-173
30
$2.79M 0.59%
10,815
+202
31
$2.76M 0.58%
41,436
+4,650
32
$2.42M 0.51%
73,785
+7,867
33
$2.22M 0.47%
12,524
+484
34
$2.21M 0.46%
26,751
-1,242
35
$2.19M 0.46%
28,291
-1,733
36
$2.16M 0.45%
84,339
-326,301
37
$2.15M 0.45%
31,066
+174
38
$1.88M 0.39%
3,684
+120
39
$1.79M 0.38%
32,048
+1,141
40
$1.77M 0.37%
7,971
-726
41
$1.66M 0.35%
31,977
-656
42
$1.56M 0.33%
19,659
+2,592
43
$1.3M 0.27%
3,699
+124
44
$1.28M 0.27%
7,873
-792
45
$1.22M 0.26%
12,212
-121
46
$1.17M 0.25%
15,423
47
$1.01M 0.21%
3,699
+105
48
$980K 0.21%
+8,217
49
$977K 0.21%
15,759
+664
50
$973K 0.2%
4,203
+69
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