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
$227M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$8.72M
3
+$7.28M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.18M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.52M

Top Sells

1
+$9.19M
2
+$1.71M
3
+$1.59M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Sector Composition

1 Industrials 21.05%
2 Technology 7.67%
3 Financials 7.08%
4 Consumer Staples 5.91%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.18%
8,750
77
$401K 0.18%
28,478
+460
78
$383K 0.17%
40,164
+1,033
79
$382K 0.17%
6,791
+1,203
80
$381K 0.17%
66,500
81
$372K 0.16%
5,942
+29
82
$360K 0.16%
+5,267
83
$353K 0.16%
17,231
+4,804
84
$353K 0.16%
5,977
+666
85
$343K 0.15%
1,933
+606
86
$339K 0.15%
3,927
+277
87
$334K 0.15%
6,772
-39
88
$300K 0.13%
2,192
-60
89
$299K 0.13%
4,140
+1,018
90
$295K 0.13%
3,430
-105
91
$286K 0.13%
1,144
-340
92
$280K 0.12%
2,281
-1,210
93
$275K 0.12%
2,097
94
$261K 0.11%
4,600
95
$251K 0.11%
6,592
-2,748
96
$249K 0.11%
+4,745
97
$246K 0.11%
5,332
-1,097
98
$243K 0.11%
2,000
99
$242K 0.11%
2,628
100
$240K 0.11%
4,198
+30
2 3
4
5 6