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
$213M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$819K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$532K
5
SYK icon
Stryker
SYK
+$525K

Top Sells

1
+$21.9M
2
+$9.09M
3
+$7.16M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.99M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.2M

Sector Composition

1 Industrials 24.85%
2 Financials 8.81%
3 Technology 8.78%
4 Consumer Staples 7%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$654K 0.31%
12,603
-652
52
$610K 0.29%
13,438
-266
53
$608K 0.28%
33,960
-7,510
54
$602K 0.28%
5,425
+3,290
55
$585K 0.27%
2,791
+4
56
$583K 0.27%
16,076
-630
57
$581K 0.27%
28,256
-927
58
$576K 0.27%
24,301
-7,226
59
$542K 0.25%
18,552
-311,118
60
$539K 0.25%
3,946
-128
61
$532K 0.25%
+1,942
62
$527K 0.25%
1,952
-95
63
$525K 0.25%
+2,659
64
$524K 0.25%
9,875
-439
65
$517K 0.24%
7,172
+184
66
$512K 0.24%
34,095
+785
67
$493K 0.23%
8,583
+1,811
68
$486K 0.23%
14,944
-346
69
$485K 0.23%
+4,582
70
$474K 0.22%
2,359
+41
71
$470K 0.22%
+4,872
72
$461K 0.22%
8,750
73
$458K 0.21%
66,500
74
$456K 0.21%
28,931
+453
75
$435K 0.2%
7,848
-241
1 2
3
4 5