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
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.38M
3
+$2.08M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.06M

Top Sells

1
+$2.08M
2
+$1.42M
3
+$874K
4
BKNG icon
Booking.com
BKNG
+$856K
5
APP icon
Applovin
APP
+$840K

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
LII icon
51
Lennox International
LII
$18.4B
$1.97M 0.31%
3,431
+4
BXSL icon
52
Blackstone Secured Lending
BXSL
$5.98B
$1.93M 0.3%
62,903
+688
CSCO icon
53
Cisco
CSCO
$277B
$1.92M 0.3%
27,713
-625
PEP icon
54
PepsiCo
PEP
$210B
$1.76M 0.28%
13,337
-113
QQQ icon
55
Invesco QQQ Trust
QQQ
$384B
$1.74M 0.27%
3,151
-51
TXN icon
56
Texas Instruments
TXN
$161B
$1.67M 0.26%
8,065
+422
JNJ icon
57
Johnson & Johnson
JNJ
$465B
$1.63M 0.26%
10,676
+1,522
IUSV icon
58
iShares Core S&P US Value ETF
IUSV
$22.4B
$1.46M 0.23%
15,423
LLY icon
59
Eli Lilly
LLY
$720B
$1.43M 0.22%
1,828
-28
TSLA icon
60
Tesla
TSLA
$1.46T
$1.38M 0.22%
4,341
+159
DIVO icon
61
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.18B
$1.32M 0.21%
31,022
+1,913
BKNG icon
62
Booking.com
BKNG
$164B
$1.23M 0.19%
213
-148
TFLO icon
63
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$1.23M 0.19%
24,188
+610
USMV icon
64
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.15M 0.18%
12,209
+7
VEA icon
65
Vanguard FTSE Developed Markets ETF
VEA
$178B
$1.13M 0.18%
19,839
+74
KO icon
66
Coca-Cola
KO
$295B
$1.11M 0.17%
15,729
-443
COST icon
67
Costco
COST
$415B
$1.1M 0.17%
1,110
+31
IVV icon
68
iShares Core S&P 500 ETF
IVV
$660B
$1.08M 0.17%
1,738
PLTR icon
69
Palantir
PLTR
$423B
$1.08M 0.17%
7,908
+646
COP icon
70
ConocoPhillips
COP
$108B
$1.04M 0.16%
11,576
-327
AXP icon
71
American Express
AXP
$241B
$1.04M 0.16%
3,247
+98
DIS icon
72
Walt Disney
DIS
$199B
$968K 0.15%
7,802
+417
MPLX icon
73
MPLX
MPLX
$49.9B
$963K 0.15%
18,704
-496
PGR icon
74
Progressive
PGR
$132B
$940K 0.15%
3,524
-95
BOND icon
75
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.96B
$929K 0.15%
10,073
1 2
3
4 5