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
$403M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.43M
3
+$4.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.95M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Top Sells

1
+$11.5M
2
+$4.14M
3
+$647K
4
FNF icon
Fidelity National Financial
FNF
+$630K
5
CBRE icon
CBRE Group
CBRE
+$627K

Sector Composition

1 Industrials 17.43%
2 Technology 9.67%
3 Consumer Staples 9.39%
4 Financials 5.95%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$586K 0.15%
15,956
+875
77
$580K 0.14%
18,416
-33
78
$580K 0.14%
1,498
+43
79
$571K 0.14%
6,696
+569
80
$553K 0.14%
26,982
+1,430
81
$547K 0.14%
8,037
+44
82
$544K 0.14%
2,230
+46
83
$543K 0.13%
30,076
+472
84
$523K 0.13%
+6,829
85
$520K 0.13%
20,824
+5,549
86
$513K 0.13%
24,992
-8,277
87
$510K 0.13%
+5,528
88
$487K 0.12%
34,666
+739
89
$487K 0.12%
1,929
+128
90
$476K 0.12%
+11,472
91
$476K 0.12%
1,980
+249
92
$475K 0.12%
2,120
+4
93
$453K 0.11%
5,473
-159
94
$427K 0.11%
8,433
+18
95
$415K 0.1%
3,937
-50
96
$407K 0.1%
2,551
-165
97
$404K 0.1%
11,510
-114
98
$402K 0.1%
8,003
-229
99
$395K 0.1%
11,110
+2,550
100
$390K 0.1%
4,600
2 3
4
5 6