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
$477M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.2M
3
+$2.54M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.03M
5
EOG icon
EOG Resources
EOG
+$980K

Top Sells

1
+$17.1M
2
+$8.35M
3
+$1.1M
4
LKQ icon
LKQ Corp
LKQ
+$886K
5
ADBE icon
Adobe
ADBE
+$847K

Sector Composition

1 Industrials 17.63%
2 Consumer Staples 11.48%
3 Technology 10.44%
4 Financials 5.78%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$944K 0.2%
3,630
-65
52
$938K 0.2%
3,196
-131
53
$919K 0.19%
6,971
-1,222
54
$910K 0.19%
18,357
-1,376
55
$909K 0.19%
1,539
+6
56
$889K 0.19%
23,729
+232
57
$861K 0.18%
14,485
-269
58
$856K 0.18%
50,642
+889
59
$837K 0.18%
3,914
+78
60
$833K 0.17%
18,073
+312
61
$831K 0.17%
6,097
-5,007
62
$829K 0.17%
15,430
-980
63
$796K 0.17%
1,763
+1
64
$793K 0.17%
11,540
+224
65
$788K 0.17%
5,155
+168
66
$739K 0.16%
4,559
+178
67
$739K 0.16%
15,081
+272
68
$736K 0.15%
11,758
+237
69
$733K 0.15%
+12,389
70
$726K 0.15%
13,594
-480
71
$721K 0.15%
+27,275
72
$714K 0.15%
1,971
+93
73
$711K 0.15%
+9,547
74
$673K 0.14%
24,650
+2,330
75
$670K 0.14%
+18,449
1 2
3
4 5