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
$187M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$998K
3
+$820K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$704K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$640K

Top Sells

1
+$8.3M
2
+$3.76M
3
+$3.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$943K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$668K

Sector Composition

1 Industrials 22.34%
2 Technology 11.39%
3 Financials 8.61%
4 Consumer Staples 7.19%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.18%
26,308
-3,995
77
$342K 0.18%
1,832
-215
78
$334K 0.18%
+2,650
79
$331K 0.18%
3,614
-44
80
$328K 0.18%
2,327
-21
81
$316K 0.17%
2,097
82
$300K 0.16%
1,542
-43
83
$297K 0.16%
+1,646
84
$292K 0.16%
7,935
85
$281K 0.15%
23,327
-6,656
86
$279K 0.15%
3,465
-63
87
$272K 0.15%
63,000
88
$270K 0.14%
+3,228
89
$270K 0.14%
1,630
+1
90
$265K 0.14%
3,629
+69
91
$263K 0.14%
4,600
-16,500
92
$255K 0.14%
10,453
+450
93
$254K 0.14%
189
-1
94
$242K 0.13%
2,500
+950
95
$237K 0.13%
+7,051
96
$233K 0.12%
689
+4
97
$232K 0.12%
1,218
98
$227K 0.12%
4,430
+611
99
$226K 0.12%
602
-27
100
$211K 0.11%
5,782
+206
2 3
4
5 6