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
$471M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.4M
3
+$8.67M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.42M

Top Sells

1
+$11.4M
2
+$8.39M
3
+$7.15M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.33M

Sector Composition

1 Industrials 14.87%
2 Consumer Staples 8.56%
3 Technology 7.48%
4 Financials 5.67%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.31%
28,748
+1,295
52
$1.46M 0.31%
30,713
+251
53
$1.43M 0.3%
19,869
-2,783
54
$1.42M 0.3%
7,918
+418
55
$1.3M 0.28%
11,032
-858
56
$1.22M 0.26%
+27,183
57
$1.17M 0.25%
3,788
+450
58
$1.13M 0.24%
8,460
+2,578
59
$1.09M 0.23%
15,423
60
$1.07M 0.23%
8,277
+116
61
$1.03M 0.22%
2,681
+65
62
$983K 0.21%
9,442
+6,716
63
$976K 0.21%
15,336
+747
64
$968K 0.21%
11,270
-3,229
65
$897K 0.19%
3,812
+170
66
$864K 0.18%
1,568
-212
67
$860K 0.18%
23,974
+235
68
$856K 0.18%
+60,470
69
$809K 0.17%
3,666
-103
70
$798K 0.17%
12,974
+252
71
$792K 0.17%
+7,136
72
$770K 0.16%
10,243
+18
73
$755K 0.16%
17,998
+9,392
74
$748K 0.16%
11,996
-246
75
$745K 0.16%
7,651
+90
1 2
3
4 5