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
$295M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$746K
3
+$683K
4
LEN.B icon
Lennar Class B
LEN.B
+$490K
5
BND icon
Vanguard Total Bond Market
BND
+$487K

Top Sells

1
+$2.31M
2
+$1.54M
3
+$1.43M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.39M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.17M

Sector Composition

1 Industrials 23.1%
2 Technology 10.44%
3 Consumer Staples 8.29%
4 Financials 6.56%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$672K 0.23%
11,146
+1,895
52
$647K 0.22%
1,319
+236
53
$641K 0.22%
14,875
-150
54
$593K 0.2%
8,233
-2
55
$580K 0.2%
6,124
+1,169
56
$567K 0.19%
2,502
+500
57
$565K 0.19%
49,226
+5,826
58
$560K 0.19%
2,631
+6
59
$556K 0.19%
16,760
+3,350
60
$556K 0.19%
1,660
-8
61
$540K 0.18%
10,634
+2,551
62
$527K 0.18%
1,194
+280
63
$525K 0.18%
12,139
+440
64
$514K 0.17%
17,601
+143
65
$510K 0.17%
2,668
+669
66
$492K 0.17%
5,660
-224
67
$490K 0.17%
+7,849
68
$482K 0.16%
8,096
+592
69
$478K 0.16%
4,324
+1,172
70
$469K 0.16%
8,750
-634
71
$468K 0.16%
3,592
+1,004
72
$467K 0.16%
3,617
+728
73
$466K 0.16%
7,845
+2,469
74
$464K 0.16%
1,577
+62
75
$462K 0.16%
2,345
-18
1 2
3
4 5