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
$524M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.6M
3
+$9.36M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$9.09M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.7M

Top Sells

1
+$9.47M
2
+$836K
3
+$783K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$731K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$700K

Sector Composition

1 Industrials 12.93%
2 Technology 10.59%
3 Financials 5.65%
4 Consumer Staples 5.55%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$804K 0.15%
30,517
+122
77
$803K 0.15%
15,972
-27
78
$795K 0.15%
960
-56
79
$782K 0.15%
+10,114
80
$770K 0.15%
1,699
+92
81
$763K 0.15%
1,876
-95
82
$756K 0.14%
+6,971
83
$755K 0.14%
9,321
-3,925
84
$750K 0.14%
3,318
-39
85
$721K 0.14%
5,429
-8
86
$720K 0.14%
37,095
87
$719K 0.14%
55,430
+1,108
88
$718K 0.14%
28,354
+58
89
$712K 0.14%
24,718
-1,078
90
$708K 0.14%
7,015
-136
91
$698K 0.13%
19,000
92
$682K 0.13%
+8,915
93
$663K 0.13%
8,249
-3
94
$634K 0.12%
+6,492
95
$633K 0.12%
1,292
+94
96
$629K 0.12%
+5,312
97
$621K 0.12%
940
-3
98
$613K 0.12%
12,799
-925
99
$606K 0.12%
30,335
+894
100
$605K 0.12%
6,096
-6,135
2 3
4
5 6