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
$565M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.26M
3
+$1.59M
4
SLB icon
SLB Limited
SLB
+$706K
5
UHS icon
Universal Health Services
UHS
+$680K

Top Sells

1
+$4.38M
2
+$1.19M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$889K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$837K

Sector Composition

1 Technology 11.22%
2 Industrials 10.82%
3 Financials 6.4%
4 Consumer Staples 5.8%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$894K 0.16%
1,009
+62
77
$891K 0.16%
1,006
+21
78
$869K 0.15%
7,392
-408
79
$868K 0.15%
3,010
-86
80
$856K 0.15%
10,130
+168
81
$852K 0.15%
3,456
+56
82
$845K 0.15%
19,000
83
$823K 0.15%
57,044
+1,121
84
$817K 0.14%
4,545
-573
85
$814K 0.14%
28,111
+863
86
$799K 0.14%
32,515
+278
87
$775K 0.14%
6,274
-518
88
$771K 0.14%
37,095
89
$770K 0.14%
4,526
-51
90
$768K 0.14%
7,074
+1,162
91
$762K 0.13%
41,630
92
$754K 0.13%
2,008
+567
93
$748K 0.13%
2,158
-24
94
$721K 0.13%
1,674
+48
95
$718K 0.13%
6,240
+908
96
$714K 0.13%
4,846
-3,388
97
$706K 0.13%
+16,829
98
$691K 0.12%
2,144
+50
99
$687K 0.12%
8,799
+1,589
100
$682K 0.12%
8,471
+76
2 3
4
5 6