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
$124M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$845K
3
+$611K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$566K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Top Sells

1
+$588K
2
+$522K
3
+$500K
4
CTXS
Citrix Systems Inc
CTXS
+$408K
5
COMM icon
CommScope
COMM
+$400K

Sector Composition

1 Industrials 35.84%
2 Technology 6.01%
3 Financials 4.93%
4 Consumer Staples 4.82%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$293K 0.24%
4,172
-51
77
$287K 0.23%
+2,524
78
$284K 0.23%
61,737
+5,115
79
$279K 0.23%
+1,872
80
$276K 0.22%
3,391
-161
81
$274K 0.22%
2,332
+350
82
$272K 0.22%
+5,384
83
$253K 0.2%
4,033
-601
84
$252K 0.2%
3,674
+274
85
$251K 0.2%
+3,931
86
$247K 0.2%
+5,160
87
$247K 0.2%
+3,084
88
$240K 0.19%
5,338
+699
89
$240K 0.19%
3,684
-189
90
$234K 0.19%
3,613
+20
91
$230K 0.19%
5,125
+155
92
$223K 0.18%
+719
93
$215K 0.17%
5,056
94
$215K 0.17%
6,350
-477
95
$208K 0.17%
+6,274
96
$201K 0.16%
+8,208
97
$201K 0.16%
+2,701
98
$174K 0.14%
+11,036
99
$172K 0.14%
3,064
+293
100
$78K 0.06%
11,676
1 2 3
4
5