CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$28M
3
+$24.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.1M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$11.1M

Top Sells

1
+$21.8M
2
+$20.5M
3
+$11.6M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$10.1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$6.77M

Sector Composition

1 Technology 9.8%
2 Industrials 8.45%
3 Financials 7.22%
4 Consumer Staples 5.26%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$976K 0.16%
1,738
+44
77
$931K 0.16%
10,073
-823
78
$931K 0.16%
18,755
-1,395
79
$874K 0.15%
3,960
-487
80
$852K 0.14%
2,820
-167
81
$847K 0.14%
3,149
-261
82
$844K 0.14%
3,573
+84
83
$810K 0.14%
59,314
+1,184
84
$784K 0.13%
4,688
-318
85
$737K 0.12%
5,959
-1,381
86
$729K 0.12%
7,385
-662
87
$724K 0.12%
41,630
88
$695K 0.12%
29,421
+246
89
$694K 0.12%
3,311
+114
90
$687K 0.12%
16,464
-14,050
91
$672K 0.11%
1,860
-187
92
$671K 0.11%
4,227
-521
93
$668K 0.11%
5,989
-630
94
$660K 0.11%
14,894
-1,726
95
$659K 0.11%
1,475
-301
96
$648K 0.11%
9,022
-152
97
$646K 0.11%
+3,845
98
$642K 0.11%
25,334
-3,391
99
$635K 0.11%
2,040
-110
100
$623K 0.1%
5,912
-455
2 3
4
5 6