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
$471M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.4M
3
+$8.67M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.42M

Top Sells

1
+$11.4M
2
+$8.39M
3
+$7.15M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.33M

Sector Composition

1 Industrials 14.87%
2 Consumer Staples 8.56%
3 Technology 7.48%
4 Financials 5.67%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$713K 0.15%
4,415
+483
77
$713K 0.15%
1,466
-13
78
$706K 0.15%
29,261
-1,540
79
$702K 0.15%
17,966
-2,880
80
$699K 0.15%
3,376
+116
81
$687K 0.15%
1,340
-3
82
$686K 0.15%
7,962
+776
83
$685K 0.15%
14,153
+36
84
$679K 0.14%
51,650
-65
85
$668K 0.14%
2,509
+143
86
$665K 0.14%
6,486
+88
87
$654K 0.14%
+4,426
88
$645K 0.14%
28,296
-17,610
89
$640K 0.14%
15,220
-810
90
$636K 0.14%
5,282
-88
91
$634K 0.13%
8,995
-343
92
$631K 0.13%
6,769
+248
93
$624K 0.13%
19,000
94
$620K 0.13%
2,359
+185
95
$584K 0.12%
+11,284
96
$583K 0.12%
6,421
+865
97
$568K 0.12%
+1,211
98
$557K 0.12%
+1,001
99
$555K 0.12%
14,087
+1,697
100
$543K 0.12%
+1,879
2 3
4
5 6