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
$349M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.12M
3
+$2.01M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.41M
5
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M

Top Sells

1
+$1.14M
2
+$441K
3
+$436K
4
FTNT icon
Fortinet
FTNT
+$434K
5
EBAY icon
eBay
EBAY
+$429K

Sector Composition

1 Industrials 20.28%
2 Technology 9.75%
3 Consumer Staples 9.41%
4 Financials 6.8%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$506K 0.15%
2,100
+3
77
$500K 0.14%
12,500
+292
78
$498K 0.14%
2,392
+47
79
$494K 0.14%
8,786
+36
80
$493K 0.14%
7,110
+125
81
$491K 0.14%
1,528
+38
82
$475K 0.14%
+13,471
83
$473K 0.14%
+715
84
$471K 0.14%
2,418
-250
85
$471K 0.14%
8,094
+245
86
$468K 0.13%
1,491
+1
87
$463K 0.13%
4,412
+88
88
$463K 0.13%
+6,429
89
$461K 0.13%
1,777
+18
90
$452K 0.13%
2,105
+256
91
$442K 0.13%
8,682
+194
92
$439K 0.13%
+5,055
93
$437K 0.13%
5,010
+149
94
$437K 0.13%
26,669
95
$427K 0.12%
1,859
+100
96
$418K 0.12%
5,018
+28
97
$416K 0.12%
187
+1
98
$412K 0.12%
4,499
+249
99
$409K 0.12%
6,955
-1,141
100
$404K 0.12%
9,864
+314
2 3
4
5 6