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
$349M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.12M
3
+$2.01M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.41M
5
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M

Top Sells

1
+$1.14M
2
+$441K
3
+$436K
4
FTNT icon
Fortinet
FTNT
+$434K
5
EBAY icon
eBay
EBAY
+$429K

Sector Composition

1 Industrials 20.28%
2 Technology 9.75%
3 Consumer Staples 9.41%
4 Financials 6.8%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$818K 0.23%
14,922
+239
52
$777K 0.22%
51,784
+1,156
53
$754K 0.22%
15,960
-800
54
$754K 0.22%
34,694
+1,158
55
$732K 0.21%
51,601
+2,375
56
$707K 0.2%
8,368
+135
57
$692K 0.2%
11,156
+10
58
$686K 0.2%
8,246
+1
59
$666K 0.19%
1,332
+13
60
$663K 0.19%
7,680
-165
61
$660K 0.19%
13,176
+1,037
62
$625K 0.18%
1,672
+12
63
$619K 0.18%
2,671
+40
64
$612K 0.18%
6,192
+68
65
$606K 0.17%
49,939
+11,150
66
$605K 0.17%
9,056
+195
67
$599K 0.17%
2,398
-104
68
$599K 0.17%
3,605
-12
69
$585K 0.17%
18,286
+685
70
$573K 0.16%
1,491
-165
71
$567K 0.16%
1,216
+22
72
$548K 0.16%
3,024
+115
73
$544K 0.16%
63,000
74
$534K 0.15%
5,660
75
$529K 0.15%
3,686
+94
1 2
3
4 5