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
$524M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.6M
3
+$9.36M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$9.09M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.7M

Top Sells

1
+$9.47M
2
+$836K
3
+$783K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$731K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$700K

Sector Composition

1 Industrials 12.93%
2 Technology 10.59%
3 Financials 5.65%
4 Consumer Staples 5.55%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.29%
30,430
-1,460
52
$1.5M 0.29%
4,194
+16
53
$1.43M 0.27%
3,500
+100
54
$1.37M 0.26%
11,835
+36
55
$1.37M 0.26%
387
-1
56
$1.32M 0.25%
15,611
+188
57
$1.3M 0.25%
11,640
+250
58
$1.19M 0.23%
7,981
-546
59
$1.14M 0.22%
8,586
-134
60
$1.13M 0.22%
+21,685
61
$1.1M 0.21%
+21,624
62
$1.08M 0.21%
13,849
-3,616
63
$1.08M 0.21%
6,658
-317
64
$1.05M 0.2%
1,768
-106
65
$1.02M 0.19%
5,959
-79
66
$1.01M 0.19%
12,900
-1,240
67
$984K 0.19%
3,960
-192
68
$950K 0.18%
3,609
+164
69
$924K 0.18%
1,943
-1
70
$903K 0.17%
15,327
+1,567
71
$867K 0.17%
+47,480
72
$858K 0.16%
1,863
-16
73
$848K 0.16%
23,209
-1,103
74
$827K 0.16%
3,366
+77
75
$819K 0.16%
6,768
-413
1 2
3
4 5