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
$477M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.2M
3
+$2.54M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.03M
5
EOG icon
EOG Resources
EOG
+$980K

Top Sells

1
+$17.1M
2
+$8.35M
3
+$1.1M
4
LKQ icon
LKQ Corp
LKQ
+$886K
5
ADBE icon
Adobe
ADBE
+$847K

Sector Composition

1 Industrials 17.63%
2 Consumer Staples 11.48%
3 Technology 10.44%
4 Financials 5.78%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$657K 0.14%
13,676
77
$647K 0.14%
4,123
+115
78
$642K 0.13%
1,455
+36
79
$630K 0.13%
+13,406
80
$627K 0.13%
+6,850
81
$622K 0.13%
1,731
+264
82
$621K 0.13%
7,479
+115
83
$621K 0.13%
6,127
+467
84
$618K 0.13%
29,604
+428
85
$610K 0.13%
12,150
+273
86
$606K 0.13%
+21,734
87
$599K 0.13%
2,645
+60
88
$594K 0.12%
33,269
+1,169
89
$587K 0.12%
2,116
+3
90
$583K 0.12%
25,552
+715
91
$569K 0.12%
7,993
-15,442
92
$529K 0.11%
33,927
+726
93
$528K 0.11%
2,184
+6
94
$498K 0.1%
2,716
-99
95
$494K 0.1%
5,632
-196
96
$488K 0.1%
3,557
-207
97
$464K 0.1%
4,600
98
$456K 0.1%
194
99
$449K 0.09%
10,891
+617
100
$447K 0.09%
3,844
+12
2 3
4
5 6