CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$28M
3
+$24.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.1M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$11.1M

Top Sells

1
+$21.8M
2
+$20.5M
3
+$11.6M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$10.1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$6.77M

Sector Composition

1 Technology 9.8%
2 Industrials 8.45%
3 Financials 7.22%
4 Consumer Staples 5.26%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.74M 0.97%
82,267
+763
27
$5.55M 0.93%
109,075
-133,126
28
$5.28M 0.89%
115,685
+6,838
29
$5M 0.84%
140,304
+218
30
$4.47M 0.75%
41,233
+5,801
31
$4.36M 0.73%
7,562
+237
32
$4.26M 0.72%
27,533
+484
33
$4.25M 0.72%
27,209
-935
34
$4.15M 0.7%
53,483
+3,067
35
$4.14M 0.7%
122,252
+11,929
36
$4.05M 0.68%
92,434
-21,190
37
$3.35M 0.56%
74,084
-193
38
$3.3M 0.56%
27,739
+1,794
39
$3.19M 0.54%
+4
40
$3.12M 0.53%
18,320
-339
41
$2.89M 0.49%
3,050
-155
42
$2.86M 0.48%
5,369
+733
43
$2.79M 0.47%
94,640
44
$2.45M 0.41%
9,985
-294
45
$2.37M 0.4%
46,823
-4,543
46
$2.34M 0.39%
8,838
-490
47
$2.31M 0.39%
8,665
-467
48
$2.11M 0.36%
3,774
+83
49
$2.07M 0.35%
29,041
-8
50
$2.02M 0.34%
13,450
-834
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