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
$124M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$845K
3
+$611K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$566K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Top Sells

1
+$588K
2
+$522K
3
+$500K
4
CTXS
Citrix Systems Inc
CTXS
+$408K
5
COMM icon
CommScope
COMM
+$400K

Sector Composition

1 Industrials 35.84%
2 Technology 6.01%
3 Financials 4.93%
4 Consumer Staples 4.82%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$438K 0.35%
14,119
-5,206
52
$430K 0.35%
+3,436
53
$412K 0.33%
26,383
-2,206
54
$406K 0.33%
3,507
+41
55
$401K 0.32%
+8,750
56
$398K 0.32%
30,344
+6,492
57
$397K 0.32%
2,297
+166
58
$390K 0.31%
5,549
+360
59
$385K 0.31%
3,247
+56
60
$382K 0.31%
+5,003
61
$378K 0.3%
+5,967
62
$377K 0.3%
6,499
+155
63
$369K 0.3%
8,314
-172
64
$367K 0.3%
14,071
+177
65
$365K 0.29%
5,130
-383
66
$356K 0.29%
6,417
-1,447
67
$352K 0.28%
+8,120
68
$348K 0.28%
1,385
-325
69
$345K 0.28%
+4,760
70
$344K 0.28%
4,098
-224
71
$335K 0.27%
3,680
-219
72
$333K 0.27%
4,057
+319
73
$325K 0.26%
66,500
74
$308K 0.25%
6,231
-714
75
$300K 0.24%
2,584
-76
1 2
3
4 5