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
$551M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.49M
3
+$2.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.06M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.38M

Top Sells

1
+$9.79M
2
+$5.35M
3
+$4.51M
4
AYX
Alteryx Inc
AYX
+$1.82M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$1.41M

Sector Composition

1 Industrials 12.36%
2 Technology 9.81%
3 Financials 6.06%
4 Consumer Staples 5.2%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 0.74%
118,108
+4,703
27
$3.98M 0.72%
26,347
-1,051
28
$3.52M 0.64%
94,964
-3,001
29
$3.48M 0.63%
7,168
-86
30
$3.45M 0.63%
57,265
-2,465
31
$3.33M 0.6%
65,926
-3,205
32
$3.06M 0.56%
98,276
-6,723
33
$2.96M 0.54%
18,218
-405
34
$2.8M 0.51%
30,990
+560
35
$2.72M 0.49%
3,259
-25
36
$2.66M 0.48%
22,890
-800
37
$2.54M 0.46%
14,512
-362
38
$2.45M 0.45%
33,776
+617
39
$2.05M 0.37%
3,915
+1,972
40
$2.01M 0.37%
10,041
+922
41
$1.99M 0.36%
30,179
+40
42
$1.86M 0.34%
4,424
+230
43
$1.67M 0.3%
3,416
+17
44
$1.62M 0.29%
12,250
+610
45
$1.61M 0.29%
10,150
+96
46
$1.58M 0.29%
12,432
+597
47
$1.5M 0.27%
3,368
-132
48
$1.43M 0.26%
28,589
-1,238
49
$1.39M 0.25%
15,423
-188
50
$1.37M 0.25%
27,334
+14,535
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