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
$402M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.1M
3
+$11.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.71M
5
DAR icon
Darling Ingredients
DAR
+$3.73M

Top Sells

1
+$12.2M
2
+$7.32M
3
+$4.33M
4
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$1M

Sector Composition

1 Industrials 18.31%
2 Consumer Staples 10.64%
3 Technology 9.38%
4 Financials 5.82%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$586K 0.15%
3,206
-399
77
$573K 0.14%
6,515
+86
78
$572K 0.14%
13,513
+42
79
$558K 0.14%
1,222
+6
80
$538K 0.13%
27,542
+873
81
$529K 0.13%
2,400
+8
82
$524K 0.13%
6,905
-205
83
$522K 0.13%
+3,957
84
$513K 0.13%
+4,480
85
$513K 0.13%
8,823
+37
86
$511K 0.13%
2,103
+3
87
$505K 0.13%
3,728
+42
88
$500K 0.12%
5,852
+192
89
$495K 0.12%
25,632
+5,504
90
$488K 0.12%
1,717
-60
91
$476K 0.12%
1,491
92
$455K 0.11%
4,463
+51
93
$452K 0.11%
6,082
+816
94
$442K 0.11%
716
+1
95
$436K 0.11%
187
96
$433K 0.11%
8,473
-1,391
97
$421K 0.1%
4,600
98
$418K 0.1%
1,864
-241
99
$417K 0.1%
1,130
+412
100
$415K 0.1%
55,000
-8,000
2 3
4
5 6