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
$565M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.26M
3
+$1.59M
4
SLB icon
SLB Limited
SLB
+$706K
5
UHS icon
Universal Health Services
UHS
+$680K

Top Sells

1
+$4.38M
2
+$1.19M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$889K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$837K

Sector Composition

1 Technology 11.22%
2 Industrials 10.82%
3 Financials 6.4%
4 Consumer Staples 5.8%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 0.82%
127,325
+2,586
27
$4.41M 0.78%
26,565
+17
28
$4.15M 0.73%
7,246
+41
29
$4.14M 0.73%
34,118
+2,928
30
$3.52M 0.62%
73,547
-187
31
$3.28M 0.58%
94,855
-242
32
$3.21M 0.57%
18,537
+24
33
$3.04M 0.54%
3,203
-58
34
$2.95M 0.52%
25,176
+348
35
$2.72M 0.48%
36,186
+454
36
$2.69M 0.48%
52,945
-5,296
37
$2.45M 0.43%
14,407
-105
38
$2.26M 0.4%
+34,219
39
$2.18M 0.39%
30,248
+21
40
$2.12M 0.38%
10,062
+118
41
$2.12M 0.38%
3,697
+1
42
$2.08M 0.37%
4,527
-27
43
$2.07M 0.37%
3,422
+3
44
$1.97M 0.35%
67,418
-18,505
45
$1.9M 0.34%
10,996
-984
46
$1.64M 0.29%
10,131
+187
47
$1.62M 0.29%
384
-2
48
$1.59M 0.28%
+3,258
49
$1.5M 0.27%
2,571
+80
50
$1.48M 0.26%
27,750
+197
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2
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