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
$565M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.26M
3
+$1.59M
4
SLB icon
SLB Limited
SLB
+$706K
5
UHS icon
Universal Health Services
UHS
+$680K

Top Sells

1
+$4.38M
2
+$1.19M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$889K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$837K

Sector Composition

1 Technology 11.22%
2 Industrials 10.82%
3 Financials 6.4%
4 Consumer Staples 5.8%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.26%
15,423
52
$1.47M 0.26%
27,766
+302
53
$1.38M 0.24%
6,657
+208
54
$1.32M 0.23%
10,093
-299
55
$1.28M 0.23%
12,174
+13
56
$1.23M 0.22%
26,322
+222
57
$1.23M 0.22%
30,992
+15,660
58
$1.22M 0.22%
12,893
-92
59
$1.21M 0.21%
5,878
+5
60
$1.18M 0.21%
12,975
-278
61
$1.16M 0.21%
16,145
+121
62
$1.14M 0.2%
27,718
+3,446
63
$1.1M 0.2%
5,462
-114
64
$1.08M 0.19%
4,118
-63
65
$1.06M 0.19%
21,046
+2,705
66
$1.01M 0.18%
1,735
+28
67
$1.01M 0.18%
8,480
-397
68
$995K 0.18%
19,456
+2
69
$991K 0.18%
17,266
+790
70
$985K 0.17%
1,707
+744
71
$953K 0.17%
4,314
72
$942K 0.17%
1,492
-237
73
$940K 0.17%
3,705
+2,652
74
$918K 0.16%
31,529
+151
75
$914K 0.16%
3,371
-283
1 2
3
4 5