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
$524M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.6M
3
+$9.36M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$9.09M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.7M

Top Sells

1
+$9.47M
2
+$836K
3
+$783K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$731K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$700K

Sector Composition

1 Industrials 12.93%
2 Technology 10.59%
3 Financials 5.65%
4 Consumer Staples 5.55%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 0.97%
54,184
+315
27
$4.35M 0.83%
66,943
+4,232
28
$3.97M 0.76%
28,193
-197
29
$3.83M 0.73%
27,398
+425
30
$3.7M 0.71%
113,405
+7,935
31
$3.47M 0.66%
69,131
-13,943
32
$3.4M 0.65%
97,965
+52
33
$3.14M 0.6%
59,730
-1,449
34
$2.9M 0.55%
104,999
-525
35
$2.73M 0.52%
18,623
-471
36
$2.67M 0.51%
3,284
-58
37
$2.57M 0.49%
7,254
+1,859
38
$2.53M 0.48%
14,874
-529
39
$2.44M 0.47%
33,159
+5,453
40
$2.37M 0.45%
23,690
-1,175
41
$2.26M 0.43%
91,279
+30,076
42
$2.04M 0.39%
30,139
+44
43
$2.01M 0.38%
3,815
-29
44
$1.82M 0.35%
38,554
+3,643
45
$1.75M 0.33%
71,135
-510
46
$1.69M 0.32%
+8,442
47
$1.58M 0.3%
10,054
-1,439
48
$1.55M 0.3%
9,119
+41
49
$1.52M 0.29%
3,399
-157
50
$1.51M 0.29%
29,827
-10,420
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