CG

CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.49M
3
+$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$973K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$919K

Top Sells

1
+$983K
2
+$833K
3
+$707K
4
AEE icon
Ameren
AEE
+$547K
5
DAR icon
Darling Ingredients
DAR
+$370K

Sector Composition

1 Technology 12.01%
2 Industrials 6.36%
3 Financials 6.32%
4 Consumer Staples 4.75%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.29%
39,610
-816
52
$1.99M 0.29%
3,317
+166
53
$1.94M 0.28%
28,311
+598
54
$1.93M 0.28%
13,754
+417
55
$1.93M 0.28%
29,096
+2
56
$1.82M 0.26%
3,433
+2
57
$1.75M 0.25%
66,943
+4,040
58
$1.55M 0.22%
34,675
+3,653
59
$1.54M 0.22%
15,423
60
$1.54M 0.22%
8,377
+312
61
$1.5M 0.22%
24,978
+5,139
62
$1.4M 0.2%
1,841
+13
63
$1.38M 0.2%
7,555
-353
64
$1.22M 0.18%
24,206
+18
65
$1.17M 0.17%
5,425
+100
66
$1.16M 0.17%
1,738
67
$1.16M 0.17%
12,221
+12
68
$1.13M 0.16%
1,226
+116
69
$1.1M 0.16%
11,626
+50
70
$1.09M 0.16%
3,285
+38
71
$1.08M 0.16%
21,651
+2,862
72
$1.06M 0.15%
987
+13
73
$1.05M 0.15%
15,796
+67
74
$1M 0.15%
1,546
-5
75
$1M 0.15%
3,564
+123
1 2
3
4 5