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
$219M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$5.1M
3
+$922K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$866K
5
CPAY icon
Corpay
CPAY
+$670K

Top Sells

1
+$3.7M
2
+$3.68M
3
+$1.62M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$1.56M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$868K

Sector Composition

1 Industrials 22.87%
2 Financials 9.45%
3 Technology 9.4%
4 Consumer Staples 6.98%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$412K 0.19%
2,434
77
$411K 0.19%
4,656
+370
78
$408K 0.19%
+4,173
79
$408K 0.19%
6,036
+952
80
$390K 0.18%
13,500
+5,017
81
$385K 0.18%
39,345
+868
82
$383K 0.18%
7,610
-32,246
83
$372K 0.17%
9,541
-9,660
84
$358K 0.16%
+6,206
85
$356K 0.16%
4,361
+381
86
$348K 0.16%
5,434
+510
87
$333K 0.15%
2,117
88
$326K 0.15%
1,571
-169
89
$322K 0.15%
9,230
+380
90
$306K 0.14%
3,786
+312
91
$304K 0.14%
1,851
-175
92
$300K 0.14%
4,384
+208
93
$291K 0.13%
2,628
94
$276K 0.13%
2,954
95
$266K 0.12%
5,526
-8,983
96
$264K 0.12%
4,774
+538
97
$263K 0.12%
12,628
-3,376
98
$259K 0.12%
1,528
+3
99
$246K 0.11%
1,648
100
$241K 0.11%
+663
2 3
4
5 6