CG

CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.49M
3
+$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$973K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$919K

Top Sells

1
+$983K
2
+$833K
3
+$707K
4
AEE icon
Ameren
AEE
+$547K
5
DAR icon
Darling Ingredients
DAR
+$370K

Sector Composition

1 Technology 12.01%
2 Industrials 6.36%
3 Financials 6.32%
4 Consumer Staples 4.75%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 1.01%
28,643
+1,118
27
$6.64M 0.96%
55,522
-8,268
28
$6.58M 0.96%
213,212
-11,083
29
$5.99M 0.87%
8,162
+403
30
$5.9M 0.86%
143,474
+1,571
31
$5.85M 0.85%
26,500
-189
32
$5.47M 0.79%
118,219
+4,603
33
$5.14M 0.75%
7,155
+717
34
$5.06M 0.73%
99,044
-2,186
35
$4.33M 0.63%
55,086
+2,655
36
$4.3M 0.63%
125,515
+5,383
37
$3.9M 0.57%
71,934
+1,130
38
$3.59M 0.52%
10,885
+347
39
$3.56M 0.52%
80,097
-2,098
40
$3.34M 0.49%
93,994
+9
41
$3.23M 0.47%
2,774
+4
42
$3.22M 0.47%
6,412
+1,338
43
$3.1M 0.45%
6,981
+2,640
44
$3.08M 0.45%
27,318
-2
45
$3.05M 0.44%
9,684
+92
46
$3.02M 0.44%
4
47
$2.73M 0.4%
17,768
+130
48
$2.52M 0.37%
3,783
+11
49
$2.05M 0.3%
8,565
-47
50
$2.01M 0.29%
10,855
+179
1
2
3 4 5