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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$6.76M
3
+$5.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.15M
5
LII icon
Lennox International
LII
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 36.4%
2 Technology 5.71%
3 Financials 5.08%
4 Consumer Staples 4.28%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.26%
+2,660
77
$269K 0.24%
+3,228
78
$268K 0.24%
+7,801
79
$256K 0.23%
+7,402
80
$256K 0.23%
+3,930
81
$243K 0.22%
+9,716
82
$239K 0.22%
+3,997
83
$238K 0.22%
+2,213
84
$236K 0.21%
+3,157
85
$233K 0.21%
+5,056
86
$229K 0.21%
+2,127
87
$223K 0.2%
+3,779
88
$213K 0.19%
+2,406
89
$209K 0.19%
+6,454
90
$208K 0.19%
+9,187
91
$203K 0.18%
+2,991
92
$201K 0.18%
+4,744
93
$177K 0.16%
+2,792
94
$107K 0.1%
+12,560
95
$106K 0.1%
+11,676
1 2 3
4