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
$127M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$380K
3
+$315K
4
GIS icon
General Mills
GIS
+$228K
5
HD icon
Home Depot
HD
+$222K

Top Sells

1
+$2.47M
2
+$597K
3
+$566K
4
GE icon
GE Aerospace
GE
+$406K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$378K

Sector Composition

1 Industrials 34.69%
2 Technology 6.13%
3 Financials 5.07%
4 Consumer Staples 4.88%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.22%
3,391
77
$276K 0.22%
5,002
-1,415
78
$273K 0.21%
5,455
+71
79
$273K 0.21%
3,674
80
$254K 0.2%
3,980
-192
81
$252K 0.2%
5,486
+148
82
$247K 0.19%
3,423
-190
83
$245K 0.19%
4,680
-480
84
$243K 0.19%
2,843
+142
85
$241K 0.19%
3,931
86
$240K 0.19%
5,189
+64
87
$237K 0.19%
17,648
-12,696
88
$234K 0.18%
51,660
-10,077
89
$232K 0.18%
6,903
+629
90
$229K 0.18%
9,046
+838
91
$228K 0.18%
+3,839
92
$225K 0.18%
6,550
+200
93
$224K 0.18%
3,737
+53
94
$222K 0.17%
+1,171
95
$221K 0.17%
+2,406
96
$210K 0.17%
1,648
-2,963
97
$205K 0.16%
639
-80
98
$203K 0.16%
5,056
99
$203K 0.16%
+3,176
100
$171K 0.13%
3,167
+103
1 2 3
4
5