CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.21M
3
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

1
+$2.03M
2
+$1.4M
3
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.41M 1%
82,856
+589
27
$6.11M 0.95%
26,689
-667
28
$5.73M 0.9%
7,759
+197
29
$5.63M 0.88%
141,903
+1,599
30
$5.2M 0.81%
113,616
-2,069
31
$5.15M 0.81%
101,230
-7,845
32
$4.9M 0.77%
27,614
+405
33
$4.85M 0.76%
27,525
-8
34
$4.08M 0.64%
52,431
-1,052
35
$4.07M 0.64%
120,132
-2,120
36
$3.61M 0.56%
82,195
-10,239
37
$3.5M 0.55%
70,804
-3,280
38
$3.07M 0.48%
93,985
-655
39
$2.95M 0.46%
27,320
-419
40
$2.92M 0.46%
4
41
$2.91M 0.45%
2,770
-280
42
$2.9M 0.45%
10,538
+192
43
$2.81M 0.44%
17,638
-682
44
$2.78M 0.43%
9,592
-393
45
$2.46M 0.39%
5,074
-295
46
$2.33M 0.36%
3,772
-2
47
$2.25M 0.35%
6,438
-2,400
48
$2.05M 0.32%
8,612
-53
49
$2.05M 0.32%
40,426
-6,397
50
$2.04M 0.32%
29,094
+53
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