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
$240M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$15.5M
3
+$5.43M
4
HD icon
Home Depot
HD
+$5.4M
5
AAPL icon
Apple
AAPL
+$4.69M

Top Sells

1
+$592K
2
+$590K
3
+$513K
4
WP
Worldpay, Inc.
WP
+$416K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$407K

Sector Composition

1 Industrials 21.25%
2 Consumer Staples 16.66%
3 Financials 8.14%
4 Technology 7.62%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$492K 0.21%
31,847
-6,457
77
$490K 0.2%
+6,081
78
$480K 0.2%
+11,615
79
$479K 0.2%
40,616
+880
80
$471K 0.2%
3,324
+740
81
$463K 0.19%
+1,881
82
$448K 0.19%
27,614
+421
83
$427K 0.18%
+11,226
84
$424K 0.18%
5,983
-1,600
85
$415K 0.17%
8,750
86
$415K 0.17%
+8,000
87
$414K 0.17%
+3,693
88
$390K 0.16%
4,942
+503
89
$369K 0.15%
66,567
+52,718
90
$368K 0.15%
1,357
+33
91
$358K 0.15%
66,500
92
$351K 0.15%
5,084
-121
93
$348K 0.15%
8,120
94
$328K 0.14%
9,260
+786
95
$320K 0.13%
1,320
-1,209
96
$319K 0.13%
50,433
-1,581
97
$318K 0.13%
+8,473
98
$308K 0.13%
2,056
99
$298K 0.12%
5,723
+560
100
$295K 0.12%
10,672
-1,867
2 3
4
5 6