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
$569M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.7M
3
+$3.68M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.38M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$907K

Top Sells

1
+$5.01M
2
+$4.72M
3
+$3.33M
4
BND icon
Vanguard Total Bond Market
BND
+$1.98M
5
DELL icon
Dell
DELL
+$1.01M

Sector Composition

1 Technology 11.7%
2 Industrials 9.98%
3 Financials 6.87%
4 Consumer Staples 5.7%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 0.86%
113,624
-77,382
27
$4.76M 0.84%
35,432
+1,314
28
$4.67M 0.82%
140,086
+12,761
29
$4.29M 0.75%
7,325
+79
30
$3.83M 0.67%
+50,416
31
$3.68M 0.65%
+110,323
32
$3.29M 0.58%
3,205
+2
33
$3.27M 0.57%
74,277
+730
34
$3.13M 0.55%
18,659
+122
35
$3.05M 0.54%
94,640
-215
36
$3.02M 0.53%
9,328
-765
37
$2.79M 0.49%
25,945
+769
38
$2.59M 0.45%
51,366
-1,579
39
$2.46M 0.43%
10,279
+217
40
$2.36M 0.41%
10,171
-825
41
$2.19M 0.38%
29,049
-1,199
42
$2.17M 0.38%
14,284
-123
43
$2.16M 0.38%
3,691
-6
44
$2.1M 0.37%
4,636
+109
45
$2.09M 0.37%
3,429
+7
46
$2.03M 0.36%
62,735
-4,683
47
$2.02M 0.35%
9,132
+3,254
48
$1.87M 0.33%
376
-8
49
$1.76M 0.31%
38,866
-110,890
50
$1.69M 0.3%
4,192
+74
1
2
3 4 5