CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.21M
3
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

1
+$2.03M
2
+$1.4M
3
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.31%
3,431
+4
52
$1.93M 0.3%
62,903
+688
53
$1.92M 0.3%
27,713
-625
54
$1.76M 0.28%
13,337
-113
55
$1.74M 0.27%
3,151
-51
56
$1.67M 0.26%
8,065
+422
57
$1.63M 0.26%
10,676
+1,522
58
$1.46M 0.23%
15,423
59
$1.43M 0.22%
1,828
-28
60
$1.38M 0.22%
4,341
+159
61
$1.32M 0.21%
31,022
+1,913
62
$1.23M 0.19%
5,325
-3,700
63
$1.23M 0.19%
24,188
+610
64
$1.15M 0.18%
12,209
+7
65
$1.13M 0.18%
19,839
+74
66
$1.11M 0.17%
15,729
-443
67
$1.1M 0.17%
1,110
+31
68
$1.08M 0.17%
1,738
69
$1.08M 0.17%
7,908
+646
70
$1.04M 0.16%
11,576
-327
71
$1.04M 0.16%
3,247
+98
72
$968K 0.15%
7,802
+417
73
$963K 0.15%
18,704
-496
74
$940K 0.15%
3,524
-95
75
$929K 0.15%
10,073
1 2
3
4 5