CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$558K
3
+$558K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$553K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$529K

Top Sells

1
+$627K
2
+$616K
3
+$541K
4
INTC icon
Intel
INTC
+$520K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$470K

Sector Composition

1 Industrials 24.17%
2 Technology 9.42%
3 Financials 8.91%
4 Consumer Staples 7.01%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.19%
7,001
-444
77
$412K 0.18%
9,513
-772
78
$394K 0.18%
2,434
79
$387K 0.17%
13,540
+40
80
$385K 0.17%
6,074
+38
81
$384K 0.17%
10,113
-445
82
$367K 0.16%
5,541
+107
83
$354K 0.16%
+945
84
$340K 0.15%
3,752
-609
85
$339K 0.15%
3,645
-528
86
$338K 0.15%
1,575
+4
87
$335K 0.15%
2,097
-20
88
$312K 0.14%
7,935
-1,606
89
$312K 0.14%
3,803
+17
90
$303K 0.14%
+5,063
91
$298K 0.13%
2,628
92
$295K 0.13%
2,878
-76
93
$287K 0.13%
4,649
-125
94
$280K 0.13%
3,684
+775
95
$277K 0.12%
28,716
-10,629
96
$274K 0.12%
3,753
-631
97
$270K 0.12%
1,852
+1
98
$267K 0.12%
12,628
99
$260K 0.12%
666
+3
100
$256K 0.11%
1,528
2 3
4
5 6