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
$466M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$936K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$935K
5
PH icon
Parker-Hannifin
PH
+$752K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$742K
4
DVN icon
Devon Energy
DVN
+$648K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$563K

Sector Composition

1 Industrials 16.33%
2 Technology 11.34%
3 Consumer Staples 9.17%
4 Financials 6.01%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$684K 0.15%
15,877
-15
77
$672K 0.14%
3,282
+67
78
$667K 0.14%
14,452
-564
79
$655K 0.14%
27,090
-558
80
$654K 0.14%
17,614
-281
81
$647K 0.14%
3,362
+108
82
$647K 0.14%
28,370
+11
83
$645K 0.14%
19,000
84
$644K 0.14%
2,158
+110
85
$632K 0.14%
6,265
+523
86
$631K 0.14%
+3,240
87
$625K 0.13%
+1,884
88
$623K 0.13%
2,265
+3
89
$592K 0.13%
1,332
+47
90
$578K 0.12%
31,202
+150
91
$577K 0.12%
10,282
+4,461
92
$564K 0.12%
1,199
-14
93
$563K 0.12%
8,328
-205
94
$556K 0.12%
3,087
+177
95
$551K 0.12%
16,476
+706
96
$550K 0.12%
28,657
+799
97
$540K 0.12%
29,626
+128
98
$536K 0.12%
10,791
-733
99
$518K 0.11%
192
+2
100
$515K 0.11%
2,320
+114
2 3
4
5 6