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
$109M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.12M
3
+$996K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$730K
5
LOW icon
Lowe's Companies
LOW
+$506K

Top Sells

1
+$3.42M
2
+$2.41M
3
+$2.02M
4
LTXB
LegacyTexas Financial Group Inc
LTXB
+$1.58M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.33M

Sector Composition

1 Industrials 37.56%
2 Technology 6.52%
3 Consumer Staples 5.1%
4 Healthcare 4.14%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$414K 0.38%
1,710
-3,218
52
$410K 0.38%
11,480
+4,078
53
$408K 0.38%
5,121
+1,893
54
$405K 0.37%
6,344
+1,604
55
$400K 0.37%
10,506
+3,638
56
$393K 0.36%
5,513
+460
57
$378K 0.35%
66,500
58
$376K 0.35%
13,894
+47
59
$364K 0.34%
8,486
+765
60
$362K 0.33%
+13,000
61
$361K 0.33%
4,322
+257
62
$360K 0.33%
5,189
+326
63
$349K 0.32%
+3,191
64
$340K 0.31%
3,899
+229
65
$316K 0.29%
4,223
-37
66
$310K 0.29%
6,945
+888
67
$302K 0.28%
3,738
-73
68
$300K 0.28%
2,131
+4
69
$291K 0.27%
23,852
-6,492
70
$290K 0.27%
2,660
71
$281K 0.26%
3,552
-4,717
72
$276K 0.25%
4,634
+637
73
$269K 0.25%
3,873
-57
74
$250K 0.23%
3,400
+243
75
$249K 0.23%
2,116
-1,232
1 2
3
4 5