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
$403M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.43M
3
+$4.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.95M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Top Sells

1
+$11.5M
2
+$4.14M
3
+$647K
4
FNF icon
Fidelity National Financial
FNF
+$630K
5
CBRE icon
CBRE Group
CBRE
+$627K

Sector Composition

1 Industrials 17.43%
2 Technology 9.67%
3 Consumer Staples 9.39%
4 Financials 5.95%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.71%
20,062
-614
27
$2.84M 0.71%
66,222
-861
28
$2.59M 0.64%
55,030
+2,053
29
$2.57M 0.64%
15,285
-1,419
30
$2.54M 0.63%
45,446
+4,010
31
$2.42M 0.6%
11,408
+593
32
$2.24M 0.56%
25,987
-764
33
$2.23M 0.55%
12,813
+289
34
$2.23M 0.55%
81,136
+7,351
35
$2.12M 0.53%
3,549
-122
36
$2.12M 0.53%
31,163
+97
37
$2.06M 0.51%
83,903
-436
38
$1.95M 0.48%
27,740
-551
39
$1.95M 0.48%
83,668
+61,934
40
$1.86M 0.46%
3,579
-105
41
$1.57M 0.39%
20,806
+1,147
42
$1.48M 0.37%
29,123
-2,854
43
$1.38M 0.34%
8,244
+273
44
$1.33M 0.33%
31,248
-800
45
$1.11M 0.28%
7,945
+72
46
$1.03M 0.26%
15,423
47
$994K 0.25%
11,681
-531
48
$946K 0.23%
4,339
+136
49
$907K 0.23%
14,710
-1,049
50
$904K 0.22%
3,274
-425
1
2
3 4 5