CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$28M
3
+$24.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.1M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$11.1M

Top Sells

1
+$21.8M
2
+$20.5M
3
+$11.6M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$10.1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$6.77M

Sector Composition

1 Technology 9.8%
2 Industrials 8.45%
3 Financials 7.22%
4 Consumer Staples 5.26%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.34%
62,215
-520
52
$1.92M 0.32%
3,427
-2
53
$1.75M 0.29%
28,338
+303
54
$1.73M 0.29%
10,346
+175
55
$1.66M 0.28%
361
-15
56
$1.53M 0.26%
1,856
+816
57
$1.52M 0.26%
9,154
-1,030
58
$1.5M 0.25%
3,202
-59
59
$1.42M 0.24%
15,423
60
$1.37M 0.23%
7,643
+301
61
$1.33M 0.22%
2,533
+5
62
$1.25M 0.21%
11,903
-338
63
$1.24M 0.21%
27,016
-11,850
64
$1.19M 0.2%
23,578
+922
65
$1.19M 0.2%
29,109
+330
66
$1.16M 0.2%
16,172
-365
67
$1.14M 0.19%
12,202
-330
68
$1.09M 0.18%
+34,692
69
$1.08M 0.18%
4,182
-10
70
$1.03M 0.17%
19,200
71
$1.02M 0.17%
3,619
+74
72
$1.02M 0.17%
1,079
+22
73
$1M 0.17%
19,765
-2,115
74
$992K 0.17%
29,056
-2,698
75
$980K 0.16%
34,638
+3,691
1 2
3
4 5