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
$213M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$5.26M
2 +$819K
3 +$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$532K
5
SYK icon
Stryker
SYK
+$525K

Sector Composition

1 Industrials 24.85%
2 Financials 8.81%
3 Technology 8.78%
4 Consumer Staples 7%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$410K 0.19%
2,500
+500
77
$407K 0.19%
2,434
-1,248
78
$386K 0.18%
4,286
+359
79
$378K 0.18%
6,390
-401
80
$376K 0.18%
38,477
-1,687
81
$367K 0.17%
2,026
-2,514
82
$364K 0.17%
6,080
+103
83
$351K 0.16%
16,004
-30,144
84
$342K 0.16%
7,957
-3,183
85
$340K 0.16%
5,374
+107
86
$331K 0.16%
5,084
-858
87
$330K 0.15%
1,740
-193
88
$320K 0.15%
2,117
+20
89
$309K 0.14%
3,980
+530
90
$299K 0.14%
4,924
+726
91
$296K 0.14%
4,600
92
$281K 0.13%
2,954
-476
93
$278K 0.13%
1,525
-667
94
$275K 0.13%
3,474
+444
95
$273K 0.13%
8,850
+595
96
$266K 0.12%
4,176
+660
97
$265K 0.12%
+5,128
98
$262K 0.12%
2,628
99
$247K 0.12%
8,483
-718
100
$241K 0.11%
1,539