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
$403M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.43M
3
+$4.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.95M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Top Sells

1
+$11.5M
2
+$4.14M
3
+$647K
4
FNF icon
Fidelity National Financial
FNF
+$630K
5
CBRE icon
CBRE Group
CBRE
+$627K

Sector Composition

1 Industrials 17.43%
2 Technology 9.67%
3 Consumer Staples 9.39%
4 Financials 5.95%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$901K 0.22%
14,787
+302
52
$845K 0.21%
51,608
+966
53
$799K 0.2%
8,028
-189
54
$787K 0.2%
3,592
-38
55
$776K 0.19%
18,277
+204
56
$767K 0.19%
22,706
-1,023
57
$764K 0.19%
1,468
-71
58
$751K 0.19%
5,297
+142
59
$731K 0.18%
11,340
-200
60
$706K 0.18%
4,720
+161
61
$698K 0.17%
3,319
-380
62
$695K 0.17%
7,459
+488
63
$687K 0.17%
16,240
+810
64
$685K 0.17%
6,127
+30
65
$678K 0.17%
3,741
-173
66
$674K 0.17%
1,764
+1
67
$671K 0.17%
2,318
+347
68
$669K 0.17%
12,176
+418
69
$662K 0.16%
17,103
-1,254
70
$655K 0.16%
13,091
-503
71
$648K 0.16%
3,303
+107
72
$623K 0.15%
11,413
-976
73
$612K 0.15%
8,896
-651
74
$596K 0.15%
+1,240
75
$594K 0.15%
28,883
+1,608
1 2
3
4 5