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
$127M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$380K
3
+$315K
4
GIS icon
General Mills
GIS
+$228K
5
HD icon
Home Depot
HD
+$222K

Top Sells

1
+$2.47M
2
+$597K
3
+$566K
4
GE icon
GE Aerospace
GE
+$406K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$378K

Sector Composition

1 Industrials 34.69%
2 Technology 6.13%
3 Financials 5.07%
4 Consumer Staples 4.88%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.34%
5,984
+17
52
$418K 0.33%
8,750
53
$416K 0.33%
4,788
-215
54
$409K 0.32%
5,566
+17
55
$381K 0.3%
3,195
-52
56
$380K 0.3%
+6,500
57
$367K 0.29%
5,168
+38
58
$366K 0.29%
4,347
+249
59
$365K 0.29%
3,974
+294
60
$364K 0.29%
8,120
61
$360K 0.28%
1,348
-37
62
$359K 0.28%
2,549
-2,056
63
$352K 0.28%
13,282
-789
64
$349K 0.27%
5,910
-589
65
$347K 0.27%
2,584
66
$332K 0.26%
8,392
+78
67
$329K 0.26%
4,629
-131
68
$315K 0.25%
+10,738
69
$315K 0.25%
5,954
-277
70
$312K 0.25%
2,490
+158
71
$312K 0.25%
1,791
-81
72
$312K 0.25%
3,732
-325
73
$296K 0.23%
2,641
+117
74
$293K 0.23%
4,205
+172
75
$291K 0.23%
66,500
1 2
3
4 5