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
$237M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.16M
3
+$645K
4
CVS icon
CVS Health
CVS
+$489K
5
QRVO icon
Qorvo
QRVO
+$410K

Top Sells

1
+$2.21M
2
+$1.74M
3
+$628K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$453K
5
BKNG icon
Booking.com
BKNG
+$413K

Sector Composition

1 Industrials 22.42%
2 Technology 10.69%
3 Financials 9.38%
4 Consumer Staples 6.97%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.18%
1,230
+285
77
$410K 0.17%
+3,528
78
$408K 0.17%
4,470
-8
79
$405K 0.17%
6,725
-276
80
$404K 0.17%
6,212
+138
81
$393K 0.17%
27,945
+13,473
82
$390K 0.16%
190
-201
83
$389K 0.16%
13,831
+291
84
$378K 0.16%
10,003
-110
85
$369K 0.16%
2,097
86
$351K 0.15%
5,576
+35
87
$341K 0.14%
3,819
+16
88
$336K 0.14%
1,585
+57
89
$333K 0.14%
32,141
+3,425
90
$322K 0.14%
1,629
+54
91
$318K 0.13%
7,935
92
$316K 0.13%
+3,658
93
$315K 0.13%
3,855
+103
94
$307K 0.13%
4,818
+169
95
$303K 0.13%
3,560
-124
96
$302K 0.13%
+6,000
97
$294K 0.12%
2,636
-242
98
$273K 0.12%
12,628
99
$268K 0.11%
1,773
-79
100
$267K 0.11%
685
+19
2 3
4
5 6