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
$260M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.65M
3
+$7.77M
4
BND icon
Vanguard Total Bond Market
BND
+$7.11M
5
DAR icon
Darling Ingredients
DAR
+$5.26M

Top Sells

1
+$9.47M
2
+$1.03M
3
+$795K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$425K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$397K

Sector Composition

1 Industrials 19.12%
2 Technology 10.32%
3 Consumer Staples 7.9%
4 Financials 7.28%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$544K 0.21%
9,251
+1,475
52
$534K 0.21%
13,712
-6,039
53
$531K 0.2%
17,458
-673
54
$518K 0.2%
13,190
+897
55
$514K 0.2%
5,884
+67
56
$514K 0.2%
1,668
-119
57
$513K 0.2%
12,208
-88
58
$471K 0.18%
+1,083
59
$469K 0.18%
2,625
-155
60
$466K 0.18%
9,384
61
$463K 0.18%
11,699
+1,324
62
$435K 0.17%
63,000
63
$434K 0.17%
13,410
-10,330
64
$420K 0.16%
37,945
-2,195
65
$414K 0.16%
1,757
-144
66
$414K 0.16%
7,504
-476
67
$410K 0.16%
8,083
-2,385
68
$403K 0.15%
2,097
69
$401K 0.15%
+43,400
70
$399K 0.15%
2,363
+36
71
$397K 0.15%
4,955
-863
72
$369K 0.14%
1,490
+272
73
$356K 0.14%
12,965
-9,515
74
$352K 0.14%
3,759
-1,784
75
$349K 0.13%
2,002
-648
1 2
3
4 5