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
$237M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.16M
3
+$645K
4
CVS icon
CVS Health
CVS
+$489K
5
QRVO icon
Qorvo
QRVO
+$410K

Top Sells

1
+$2.21M
2
+$1.74M
3
+$628K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$453K
5
BKNG icon
Booking.com
BKNG
+$413K

Sector Composition

1 Industrials 22.42%
2 Technology 10.69%
3 Financials 9.38%
4 Consumer Staples 6.97%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$657K 0.28%
4,600
+117
52
$630K 0.27%
2,780
-144
53
$625K 0.26%
6,382
-117
54
$622K 0.26%
2,435
-241
55
$603K 0.25%
24,736
-1,192
56
$597K 0.25%
9,489
-24
57
$590K 0.25%
3,423
-97
58
$589K 0.25%
2,047
-51
59
$583K 0.25%
10,807
-136
60
$574K 0.24%
1,785
+2
61
$568K 0.24%
6,002
-78
62
$547K 0.23%
9,384
63
$543K 0.23%
13,363
-123
64
$543K 0.23%
10,884
+85
65
$540K 0.23%
1,664
-41
66
$538K 0.23%
10,675
-3,208
67
$525K 0.22%
41,004
-2,460
68
$523K 0.22%
30,303
+451
69
$523K 0.22%
7,228
-130
70
$502K 0.21%
2,393
-120
71
$489K 0.21%
+6,583
72
$470K 0.2%
7,655
+173
73
$448K 0.19%
29,983
+677
74
$427K 0.18%
63,000
75
$424K 0.18%
2,348
-86
1 2
3
4 5