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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$6.76M
3
+$5.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.15M
5
LII icon
Lennox International
LII
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 36.4%
2 Technology 5.71%
3 Financials 5.08%
4 Consumer Staples 4.28%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.38%
+1,840
52
$413K 0.37%
+2,898
53
$399K 0.36%
+3,520
54
$399K 0.36%
+64,526
55
$389K 0.35%
+5,053
56
$382K 0.35%
+13,847
57
$378K 0.34%
+3,348
58
$356K 0.32%
+4,374
59
$342K 0.31%
+10,266
60
$337K 0.31%
+7,721
61
$333K 0.3%
+4,065
62
$332K 0.3%
+1,213
63
$330K 0.3%
+3,670
64
$329K 0.3%
+4,740
65
$328K 0.3%
+4,379
66
$326K 0.3%
+4,863
67
$322K 0.29%
+4,100
68
$320K 0.29%
+66,500
69
$313K 0.28%
+3,811
70
$312K 0.28%
+2,532
71
$302K 0.27%
+20,000
72
$302K 0.27%
+4,260
73
$295K 0.27%
+6,057
74
$291K 0.26%
+4,068
75
$286K 0.26%
+6,868
1 2
3
4