CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.1M
3
+$11.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.71M
5
DAR icon
Darling Ingredients
DAR
+$3.73M

Top Sells

1
+$12.2M
2
+$7.32M
3
+$4.33M
4
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$1M

Sector Composition

1 Industrials 18.31%
2 Consumer Staples 10.64%
3 Technology 9.38%
4 Financials 5.82%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$875K 0.22%
55,037
+3,436
52
$860K 0.21%
10,147
-86,386
53
$837K 0.21%
14,060
-1,900
54
$831K 0.21%
52,797
+1,013
55
$824K 0.2%
15,225
-1,301
56
$785K 0.2%
8,756
+74
57
$778K 0.19%
15,245
-84,835
58
$754K 0.19%
14,308
-614
59
$754K 0.19%
32,987
-1,707
60
$746K 0.19%
10,331
-7,142
61
$733K 0.18%
+3,242
62
$708K 0.18%
9,106
+50
63
$694K 0.17%
46,955
-2,984
64
$682K 0.17%
2,671
65
$676K 0.17%
2,331
-67
66
$656K 0.16%
1,654
-18
67
$642K 0.16%
12,122
-378
68
$642K 0.16%
8,196
+102
69
$639K 0.16%
+2,025
70
$637K 0.16%
1,341
+9
71
$636K 0.16%
1,311
-180
72
$613K 0.15%
3,323
+299
73
$611K 0.15%
16,782
-1,504
74
$604K 0.15%
6,319
+127
75
$591K 0.15%
+49,166
1 2
3
4 5