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
$223M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$558K
3
+$558K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$553K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$529K

Top Sells

1
+$627K
2
+$616K
3
+$541K
4
INTC icon
Intel
INTC
+$520K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$470K

Sector Composition

1 Industrials 24.17%
2 Technology 9.42%
3 Financials 8.91%
4 Consumer Staples 7.01%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.28%
17,491
+54
52
$608K 0.27%
2,924
+852
53
$602K 0.27%
2,098
-287
54
$591K 0.27%
10,943
-871
55
$568K 0.25%
7,358
-661
56
$558K 0.25%
+6,499
57
$552K 0.25%
4,483
-552
58
$552K 0.25%
2,676
-175
59
$547K 0.25%
22,989
60
$543K 0.24%
9,384
+634
61
$543K 0.24%
2,513
-206
62
$529K 0.24%
+1,783
63
$528K 0.24%
6,080
-2,975
64
$519K 0.23%
3,520
-404
65
$514K 0.23%
+43,464
66
$498K 0.22%
25,928
-2,987
67
$497K 0.22%
1,705
-239
68
$482K 0.22%
29,852
+462
69
$477K 0.21%
13,486
-1,462
70
$456K 0.2%
63,000
71
$453K 0.2%
1,747
-220
72
$452K 0.2%
7,482
-155
73
$442K 0.2%
10,799
+115
74
$429K 0.19%
4,478
-178
75
$429K 0.19%
29,306
-5,596
1 2
3
4 5