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
$569M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.7M
3
+$3.68M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.38M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$907K

Top Sells

1
+$5.01M
2
+$4.72M
3
+$3.33M
4
BND icon
Vanguard Total Bond Market
BND
+$1.98M
5
DELL icon
Dell
DELL
+$1.01M

Sector Composition

1 Technology 11.7%
2 Industrials 9.98%
3 Financials 6.87%
4 Consumer Staples 5.7%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$890K 0.16%
5,473
+11
77
$872K 0.15%
58,130
+1,086
78
$868K 0.15%
5,312
-28,907
79
$863K 0.15%
1,776
+41
80
$849K 0.15%
3,545
-160
81
$825K 0.15%
2,987
-23
82
$822K 0.14%
2,047
+39
83
$803K 0.14%
1,040
+34
84
$803K 0.14%
7,340
-52
85
$796K 0.14%
3,489
+33
86
$778K 0.14%
+8,648
87
$762K 0.13%
28,725
+614
88
$757K 0.13%
1,668
-6
89
$744K 0.13%
41,630
90
$737K 0.13%
1,796
+126
91
$725K 0.13%
5,006
+160
92
$724K 0.13%
37,095
93
$705K 0.12%
6,075
-199
94
$705K 0.12%
16,620
95
$705K 0.12%
30,947
+647
96
$702K 0.12%
4,570
+44
97
$696K 0.12%
29,175
-3,340
98
$694K 0.12%
9,683
-447
99
$678K 0.12%
6,367
-707
100
$649K 0.11%
+6,336
2 3
4
5 6