CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.21M
3
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

1
+$2.03M
2
+$1.4M
3
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$921K 0.14%
18,789
+34
77
$875K 0.14%
60,570
+1,256
78
$872K 0.14%
974
+674
79
$866K 0.14%
27,919
-1,137
80
$853K 0.13%
3,708
+135
81
$833K 0.13%
2,876
+56
82
$830K 0.13%
1,551
-55
83
$817K 0.13%
28,244
-6,394
84
$814K 0.13%
+8,729
85
$790K 0.12%
1,861
+1
86
$788K 0.12%
6,212
+109
87
$772K 0.12%
4,239
+12
88
$759K 0.12%
16,041
-423
89
$756K 0.12%
5,956
-3
90
$752K 0.12%
3,441
+870
91
$745K 0.12%
+2,254
92
$742K 0.12%
2,378
-155
93
$707K 0.11%
4,439
+390
94
$697K 0.11%
15,088
-11,928
95
$695K 0.11%
32,557
+222
96
$692K 0.11%
29,697
+276
97
$692K 0.11%
1,579
98
$685K 0.11%
+2,378
99
$681K 0.11%
+6,901
100
$681K 0.11%
2,640
+121
2 3
4
5 6