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
$227M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$8.72M
3
+$7.28M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.18M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.52M

Top Sells

1
+$9.19M
2
+$1.71M
3
+$1.59M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Sector Composition

1 Industrials 21.05%
2 Technology 7.67%
3 Financials 7.08%
4 Consumer Staples 5.91%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$732K 0.32%
4,540
-3,537
52
$704K 0.31%
19,739
+11,266
53
$703K 0.31%
14,842
-601
54
$680K 0.3%
31,527
+9,012
55
$653K 0.29%
379
+229
56
$616K 0.27%
13,255
+384
57
$595K 0.26%
10,314
-900
58
$593K 0.26%
13,513
+928
59
$565K 0.25%
41,470
-780
60
$558K 0.25%
13,704
-82
61
$526K 0.23%
4,074
-28
62
$519K 0.23%
+16,706
63
$509K 0.22%
3,682
+358
64
$483K 0.21%
2,047
-8
65
$482K 0.21%
29,183
+2,316
66
$473K 0.21%
+2,318
67
$458K 0.2%
14,003
-108
68
$455K 0.2%
15,290
-312
69
$449K 0.2%
33,310
+772
70
$444K 0.2%
+2,787
71
$432K 0.19%
+8,089
72
$422K 0.19%
6,988
+545
73
$414K 0.18%
1,285
+701
74
$413K 0.18%
+6,165
75
$409K 0.18%
11,140
-553
1 2
3
4 5