CG

CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$656M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$623K
3
+$541K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$539K
5
VT icon
Vanguard Total World Stock ETF
VT
+$305K

Top Sells

1
+$2.58M
2
+$1.54M
3
+$1.39M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
MPLX icon
MPLX
MPLX
+$987K

Sector Composition

1 Technology 10.43%
2 Industrials 7.42%
3 Financials 5.56%
4 Consumer Staples 4.07%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
101
Altria Group
MO
$118B
$645K 0.1%
9,768
-110
BAC icon
102
Bank of America
BAC
$367B
$643K 0.1%
13,191
-1,863
WFC icon
103
Wells Fargo
WFC
$239B
$642K 0.1%
8,070
+873
DIS icon
104
Walt Disney
DIS
$173B
$641K 0.1%
6,651
-629
T icon
105
AT&T
T
$165B
$629K 0.1%
21,682
-6,305
MLN icon
106
VanEck Long Muni ETF
MLN
$706M
$625K 0.1%
35,830
UBER icon
107
Uber
UBER
$144B
$620K 0.09%
8,617
-578
TSM icon
108
TSMC
TSM
$2.28T
$620K 0.09%
1,834
-31
IUSB icon
109
iShares Core Universal USD Bond ETF
IUSB
$37.3B
$620K 0.09%
13,418
-169
VXUS icon
110
Vanguard Total International Stock ETF
VXUS
$151B
$605K 0.09%
7,849
+3,037
MUB icon
111
iShares National Muni Bond ETF
MUB
$44.7B
$593K 0.09%
5,587
-325
FBTC icon
112
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$578K 0.09%
9,788
+1,994
IWF icon
113
iShares Russell 1000 Growth ETF
IWF
$131B
$575K 0.09%
5,396
+4
LRCX icon
114
Lam Research
LRCX
$424B
$569K 0.09%
2,661
-1,067
CI icon
115
Cigna
CI
$72.2B
$563K 0.09%
2,111
-50
ENB icon
116
Enbridge
ENB
$124B
$547K 0.08%
10,110
-3,221
FDX icon
117
FedEx
FDX
$77.9B
$539K 0.08%
1,513
-145
GOVT icon
118
iShares US Treasury Bond ETF
GOVT
$41.5B
$538K 0.08%
+23,479
UNH icon
119
UnitedHealth
UNH
$350B
$526K 0.08%
1,943
-602
RMD icon
120
ResMed
RMD
$27B
$522K 0.08%
2,324
-225
SSB icon
121
SouthState Bank Corp
SSB
$9.04B
$510K 0.08%
5,509
+3
SPLV icon
122
Invesco S&P 500 Low Volatility ETF
SPLV
$6.9B
$505K 0.08%
6,900
+8
CORZ icon
123
Core Scientific
CORZ
$9.28B
$495K 0.08%
33,078
+4,000
VZ icon
124
Verizon
VZ
$194B
$487K 0.07%
9,709
-1,639
KMI icon
125
Kinder Morgan
KMI
$70.9B
$478K 0.07%
14,261
-895
3 4
5
6 7