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
$466M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$936K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$935K
5
PH icon
Parker-Hannifin
PH
+$752K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$742K
4
DVN icon
Devon Energy
DVN
+$648K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$563K

Sector Composition

1 Industrials 16.33%
2 Technology 11.34%
3 Consumer Staples 9.17%
4 Financials 6.01%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.24%
14,680
+3,489
52
$1.08M 0.23%
4,125
+779
53
$1.06M 0.23%
7,350
-48
54
$1.04M 0.22%
28,248
-300
55
$976K 0.21%
8,457
+629
56
$953K 0.2%
10,071
-531
57
$949K 0.2%
14,760
-940
58
$936K 0.2%
+1,915
59
$921K 0.2%
15,301
+394
60
$881K 0.19%
24,460
+248
61
$861K 0.18%
1,943
+26
62
$857K 0.18%
8,837
-3,766
63
$842K 0.18%
8,824
-418
64
$825K 0.18%
1,582
-40
65
$818K 0.18%
31,025
+118
66
$811K 0.17%
1,029
-17
67
$809K 0.17%
7,072
-3
68
$791K 0.17%
1,776
+4
69
$773K 0.17%
1,678
+98
70
$761K 0.16%
4,367
-27
71
$752K 0.16%
+1,929
72
$745K 0.16%
53,655
+1,016
73
$735K 0.16%
9,718
-603
74
$708K 0.15%
2,013
+106
75
$691K 0.15%
5,474
+38
1 2
3
4 5