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
$187M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$998K
3
+$820K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$704K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$640K

Top Sells

1
+$8.3M
2
+$3.76M
3
+$3.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$943K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$668K

Sector Composition

1 Industrials 22.34%
2 Technology 11.39%
3 Financials 8.61%
4 Consumer Staples 7.19%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$508K 0.27%
2,780
52
$508K 0.27%
5,543
-839
53
$480K 0.26%
5,817
-185
54
$475K 0.25%
12,293
+1,409
55
$461K 0.25%
1,787
+2
56
$455K 0.24%
+22,480
57
$447K 0.24%
1,577
-87
58
$440K 0.24%
9,384
59
$433K 0.23%
+7,776
60
$430K 0.23%
5,818
-1,410
61
$429K 0.23%
7,980
+325
62
$401K 0.21%
2,182
-253
63
$397K 0.21%
22,293
-211,125
64
$396K 0.21%
2,914
-509
65
$394K 0.21%
+4,613
66
$390K 0.21%
8,038
+2,038
67
$385K 0.21%
1,901
-1,684
68
$383K 0.2%
4,731
+261
69
$379K 0.2%
12,296
-127
70
$367K 0.2%
3,937
-663
71
$365K 0.2%
40,140
-7,024
72
$360K 0.19%
2,165
-228
73
$356K 0.19%
1,177
-53
74
$350K 0.19%
4,684
-1,528
75
$348K 0.19%
10,375
+5,644
1 2
3
4 5