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
$118M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$507K
3
+$497K
4
WP
Worldpay, Inc.
WP
+$416K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$353K

Top Sells

1
+$734K
2
+$701K
3
+$630K
4
MHK icon
Mohawk Industries
MHK
+$521K
5
AMGN icon
Amgen
AMGN
+$462K

Sector Composition

1 Industrials 32.42%
2 Financials 6%
3 Technology 5.71%
4 Consumer Staples 4.59%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$411K 0.35%
8,750
52
$407K 0.34%
5,054
+425
53
$407K 0.34%
13,243
-489
54
$386K 0.33%
3,275
+80
55
$365K 0.31%
4,088
-46
56
$359K 0.3%
8,120
57
$358K 0.3%
7,348
+1,893
58
$348K 0.29%
1,324
-24
59
$347K 0.29%
2,584
60
$344K 0.29%
4,439
+92
61
$342K 0.29%
4,979
-587
62
$333K 0.28%
5,344
-640
63
$327K 0.28%
6,357
+447
64
$321K 0.27%
2,716
+75
65
$307K 0.26%
12,539
-743
66
$304K 0.26%
5,205
+37
67
$300K 0.25%
+5,327
68
$296K 0.25%
4,327
+122
69
$292K 0.25%
2,056
-493
70
$286K 0.24%
3,604
-370
71
$286K 0.24%
5,980
+26
72
$285K 0.24%
8,474
+82
73
$284K 0.24%
66,500
74
$280K 0.24%
3,337
-54
75
$268K 0.23%
3,597
-135
1 2
3
4 5