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
$226M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$5.01M
3
+$1.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M
5
UPS icon
United Parcel Service
UPS
+$1.06M

Top Sells

1
+$25.9M
2
+$4.03M
3
+$3.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.01M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$979K

Sector Composition

1 Industrials 25.65%
2 Technology 9.23%
3 Financials 9.15%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$482K 0.21%
28,018
+404
77
$471K 0.21%
39,131
-1,485
78
$464K 0.21%
+18,966
79
$458K 0.2%
+6,443
80
$457K 0.2%
5,913
-70
81
$433K 0.19%
8,750
82
$431K 0.19%
1,484
+127
83
$425K 0.19%
+5,311
84
$416K 0.18%
8,000
85
$411K 0.18%
6,811
-3,918
86
$398K 0.18%
3,535
-158
87
$390K 0.17%
+8,226
88
$383K 0.17%
9,340
-3,618
89
$371K 0.16%
2,252
-547
90
$369K 0.16%
66,500
91
$359K 0.16%
8,296
+176
92
$351K 0.16%
1,326
+6
93
$347K 0.15%
49,334
-1,099
94
$338K 0.15%
6,429
-60,138
95
$327K 0.15%
2,097
-1,339
96
$325K 0.14%
2,000
97
$321K 0.14%
8,473
98
$320K 0.14%
+12,427
99
$306K 0.14%
4,600
100
$298K 0.13%
+150
2 3
4
5 6