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
$433M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.16M
3
+$896K
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$815K
5
CRM icon
Salesforce
CRM
+$699K

Top Sells

1
+$5.85M
2
+$2.54M
3
+$825K
4
AYX
Alteryx Inc
AYX
+$678K
5
ADI icon
Analog Devices
ADI
+$631K

Sector Composition

1 Industrials 15.01%
2 Technology 11.19%
3 Consumer Staples 7.02%
4 Financials 6.32%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.27%
15,423
52
$1.15M 0.27%
12,231
-405
53
$1.05M 0.24%
8,720
-104
54
$1.04M 0.24%
4,152
+27
55
$993K 0.23%
13,246
-1,434
56
$966K 0.22%
6,975
-375
57
$960K 0.22%
6,038
+2,951
58
$956K 0.22%
1,874
-41
59
$946K 0.22%
11,390
+7,360
60
$910K 0.21%
7,181
+109
61
$886K 0.2%
14,140
-620
62
$856K 0.2%
25,796
-2,452
63
$844K 0.19%
24,312
-148
64
$836K 0.19%
8,993
-1,078
65
$832K 0.19%
30,395
-630
66
$831K 0.19%
1,944
+1
67
$783K 0.18%
1,760
-16
68
$770K 0.18%
13,760
-1,541
69
$732K 0.17%
1,879
-50
70
$731K 0.17%
9,731
+13
71
$728K 0.17%
7,151
+886
72
$703K 0.16%
1,016
-13
73
$699K 0.16%
3,357
-5
74
$699K 0.16%
+3,445
75
$698K 0.16%
+37,095
1 2
3
4 5