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
$532M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$929K
2
+$875K
3
+$846K
4
NEE icon
NextEra Energy
NEE
+$705K
5
SNX icon
TD Synnex
SNX
+$684K

Top Sells

1
+$24.7M
2
+$1.5M
3
+$1.03M
4
IR icon
Ingersoll Rand
IR
+$887K
5
GWW icon
W.W. Grainger
GWW
+$881K

Sector Composition

1 Technology 11.76%
2 Industrials 11.41%
3 Financials 6.18%
4 Consumer Staples 4.82%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.25%
27,553
-1,036
52
$1.29M 0.24%
8,234
+214
53
$1.27M 0.24%
2,491
+65
54
$1.25M 0.24%
6,449
+49
55
$1.22M 0.23%
8,877
-15
56
$1.18M 0.22%
12,985
-794
57
$1.17M 0.22%
26,100
-1,340
58
$1.14M 0.22%
10,740
-140
59
$1.11M 0.21%
13,253
+6
60
$1.03M 0.19%
5,873
+164
61
$1.02M 0.19%
16,024
+523
62
$975K 0.18%
19,454
+41
63
$939K 0.18%
24,272
+703
64
$929K 0.17%
+18,341
65
$912K 0.17%
4,577
-109
66
$909K 0.17%
31,378
+736
67
$892K 0.17%
985
+65
68
$882K 0.17%
16,476
-8,172
69
$875K 0.16%
4,314
+145
70
$875K 0.16%
+6,792
71
$875K 0.16%
1,729
+3
72
$865K 0.16%
10,392
+334
73
$846K 0.16%
+3,654
74
$837K 0.16%
1,786
+12
75
$827K 0.16%
4,181
+255
1 2
3
4 5