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
$260M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.65M
3
+$7.77M
4
BND icon
Vanguard Total Bond Market
BND
+$7.11M
5
DAR icon
Darling Ingredients
DAR
+$5.26M

Top Sells

1
+$9.47M
2
+$1.03M
3
+$795K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$425K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$397K

Sector Composition

1 Industrials 19.12%
2 Technology 10.32%
3 Consumer Staples 7.9%
4 Financials 7.28%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.13%
1,870
+240
77
$343K 0.13%
4,298
-433
78
$342K 0.13%
+2,588
79
$338K 0.13%
3,152
-462
80
$337K 0.13%
3,026
+526
81
$337K 0.13%
1,999
-915
82
$337K 0.13%
1,318
-864
83
$332K 0.13%
4,966
+536
84
$331K 0.13%
914
-663
85
$327K 0.13%
1,515
-27
86
$325K 0.12%
+5,376
87
$321K 0.12%
2,762
-1,175
88
$319K 0.12%
4,600
89
$319K 0.12%
2,889
-576
90
$316K 0.12%
7,935
91
$312K 0.12%
+1,000
92
$304K 0.12%
1,685
-480
93
$296K 0.11%
186
-3
94
$282K 0.11%
19,476
-6,832
95
$276K 0.11%
897
-280
96
$273K 0.1%
2,708
-520
97
$272K 0.1%
3,531
-1,153
98
$272K 0.1%
1,648
99
$263K 0.1%
1,548
-98
100
$262K 0.1%
575
-27
2 3
4
5 6