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
$226M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$5.01M
3
+$1.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M
5
UPS icon
United Parcel Service
UPS
+$1.06M

Top Sells

1
+$25.9M
2
+$4.03M
3
+$3.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.01M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$979K

Sector Composition

1 Industrials 25.65%
2 Technology 9.23%
3 Financials 9.15%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$812K 0.36%
11,214
-188
52
$804K 0.36%
12,871
-436
53
$748K 0.33%
21,119
+262
54
$713K 0.32%
15,443
-2,255
55
$711K 0.32%
12,095
-16,660
56
$691K 0.31%
13,786
+672
57
$659K 0.29%
2,055
+174
58
$641K 0.28%
42,250
+2,740
59
$632K 0.28%
8,271
+20
60
$631K 0.28%
4,102
+153
61
$627K 0.28%
6,953
+194
62
$610K 0.27%
6,519
+438
63
$602K 0.27%
15,602
+1,142
64
$585K 0.26%
13,870
+506
65
$571K 0.25%
22,515
+11,834
66
$549K 0.24%
12,585
-1,778
67
$547K 0.24%
3,664
+240
68
$545K 0.24%
14,111
+1,288
69
$541K 0.24%
3,324
70
$534K 0.24%
4,713
-97
71
$524K 0.23%
32,538
+691
72
$515K 0.23%
11,693
-1,355
73
$506K 0.22%
3,491
-1,766
74
$497K 0.22%
13,907
+4,647
75
$495K 0.22%
26,867
+2,703
1 2
3
4 5