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
$569M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.7M
3
+$3.68M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.38M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$907K

Top Sells

1
+$5.01M
2
+$4.72M
3
+$3.33M
4
BND icon
Vanguard Total Bond Market
BND
+$1.98M
5
DELL icon
Dell
DELL
+$1.01M

Sector Composition

1 Technology 11.7%
2 Industrials 9.98%
3 Financials 6.87%
4 Consumer Staples 5.7%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.29%
3,261
+3
52
$1.66M 0.29%
28,035
+285
53
$1.47M 0.26%
10,184
+53
54
$1.43M 0.25%
15,423
55
$1.38M 0.24%
7,342
+685
56
$1.34M 0.24%
30,514
-478
57
$1.28M 0.22%
2,528
-43
58
$1.21M 0.21%
12,241
+67
59
$1.16M 0.2%
28,779
+1,061
60
$1.14M 0.2%
22,656
+1,610
61
$1.11M 0.2%
12,532
-443
62
$1.05M 0.18%
21,880
-5,886
63
$1.03M 0.18%
16,537
+392
64
$1.01M 0.18%
3,410
+39
65
$1.01M 0.18%
20,150
+694
66
$999K 0.18%
19,493
+8,706
67
$998K 0.18%
1,694
-13
68
$996K 0.17%
31,754
+225
69
$985K 0.17%
10,896
-1,997
70
$969K 0.17%
1,057
+48
71
$953K 0.17%
4,314
72
$941K 0.17%
1,479
-13
73
$919K 0.16%
19,200
+200
74
$914K 0.16%
4,447
-98
75
$896K 0.16%
8,047
+4,499
1 2
3
4 5