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
$471M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.4M
3
+$8.67M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.42M

Top Sells

1
+$11.4M
2
+$8.39M
3
+$7.15M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.33M

Sector Composition

1 Industrials 14.87%
2 Consumer Staples 8.56%
3 Technology 7.48%
4 Financials 5.67%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.02M 0.86%
80,288
+1,101
27
$3.71M 0.79%
+40,966
28
$3.39M 0.72%
+76,347
29
$3.17M 0.67%
102,474
-4,323
30
$3.06M 0.65%
40,184
-6,864
31
$3M 0.64%
19,788
+78
32
$2.96M 0.63%
62,523
-1,038
33
$2.78M 0.59%
25,180
-259
34
$2.72M 0.58%
11,388
-38
35
$2.71M 0.58%
15,016
-382
36
$2.69M 0.57%
46,513
-2,244
37
$2.67M 0.57%
59,372
-29,901
38
$2.66M 0.57%
52,483
+1
39
$2.56M 0.54%
28,870
+5
40
$2.53M 0.54%
113,145
+29,362
41
$2.51M 0.53%
3,547
-9
42
$2.18M 0.46%
29,972
-1,191
43
$2.16M 0.46%
74,915
-12,379
44
$2.14M 0.45%
12,112
-15
45
$2.09M 0.44%
23,723
+803
46
$2.09M 0.44%
+69,665
47
$2.04M 0.43%
+47,747
48
$1.95M 0.41%
3,673
+26
49
$1.73M 0.37%
72,907
+650
50
$1.64M 0.35%
22,739
-3,493
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