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
$219M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$5.1M
3
+$922K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$866K
5
CPAY icon
Corpay
CPAY
+$670K

Top Sells

1
+$3.7M
2
+$3.68M
3
+$1.62M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$1.56M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$868K

Sector Composition

1 Industrials 22.87%
2 Financials 9.45%
3 Technology 9.4%
4 Consumer Staples 6.98%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$641K 0.29%
8,019
+847
52
$629K 0.29%
17,437
+1,361
53
$628K 0.29%
22,989
54
$616K 0.28%
13,407
-31
55
$604K 0.28%
3,924
-22
56
$603K 0.28%
23,819
-482
57
$600K 0.27%
11,814
-789
58
$597K 0.27%
2,851
+60
59
$584K 0.27%
28,915
+659
60
$573K 0.26%
63,000
-3,500
61
$571K 0.26%
1,944
+2
62
$561K 0.26%
1,967
+15
63
$559K 0.26%
5,035
+163
64
$559K 0.26%
2,719
+60
65
$541K 0.25%
3,000
+500
66
$539K 0.25%
10,285
+410
67
$529K 0.24%
14,948
+4
68
$524K 0.24%
34,902
+807
69
$506K 0.23%
10,684
+2,101
70
$481K 0.22%
8,750
71
$464K 0.21%
29,390
+459
72
$442K 0.2%
2,072
-287
73
$436K 0.2%
7,637
+1,247
74
$433K 0.2%
10,558
+2,601
75
$416K 0.19%
7,445
+1,365
1 2
3
4 5