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
$702M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$2.1M
3
+$900K
4
AVGO icon
Broadcom
AVGO
+$818K
5
MU icon
Micron Technology
MU
+$511K

Top Sells

1
+$12.3M
2
+$1.29M
3
+$835K
4
MSFT icon
Microsoft
MSFT
+$771K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$649K

Sector Composition

1 Technology 11.89%
2 Industrials 7.05%
3 Financials 6.2%
4 Communication Services 4.68%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
101
Pfizer
PFE
$155B
$672K 0.1%
26,996
+193
WFC icon
102
Wells Fargo
WFC
$255B
$671K 0.1%
7,197
-852
LRCX icon
103
Lam Research
LRCX
$288B
$638K 0.09%
3,728
+1,440
IWF icon
104
iShares Russell 1000 Growth ETF
IWF
$117B
$638K 0.09%
1,348
-514
ENB icon
105
Enbridge
ENB
$118B
$638K 0.09%
13,331
+7
MU icon
106
Micron Technology
MU
$464B
$636K 0.09%
+2,227
AMGN icon
107
Amgen
AMGN
$208B
$633K 0.09%
1,935
-5
MUB icon
108
iShares National Muni Bond ETF
MUB
$43B
$633K 0.09%
5,912
IUSB icon
109
iShares Core Universal USD Bond ETF
IUSB
$36B
$632K 0.09%
13,587
-431
MLN icon
110
VanEck Long Muni ETF
MLN
$647M
$628K 0.09%
35,830
INTC icon
111
Intel
INTC
$227B
$622K 0.09%
16,870
+451
RMD icon
112
ResMed
RMD
$37.3B
$614K 0.09%
2,549
-100
RDDT icon
113
Reddit
RDDT
$28.1B
$598K 0.09%
2,600
-405
CI icon
114
Cigna
CI
$76.6B
$595K 0.08%
2,161
-43
FBTC icon
115
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.12B
$594K 0.08%
7,794
+2,571
LMT icon
116
Lockheed Martin
LMT
$156B
$577K 0.08%
1,193
-153
MO icon
117
Altria Group
MO
$115B
$570K 0.08%
9,878
-165
BE icon
118
Bloom Energy
BE
$46.6B
$568K 0.08%
6,542
-999
TSM icon
119
TSMC
TSM
$1.91T
$567K 0.08%
1,865
-143
ORCL icon
120
Oracle
ORCL
$429B
$563K 0.08%
2,886
-678
SSB icon
121
SouthState Bank Corp
SSB
$9.89B
$518K 0.07%
5,506
+21
MCD icon
122
McDonald's
MCD
$238B
$510K 0.07%
1,670
+1
VEEV icon
123
Veeva Systems
VEEV
$29.8B
$496K 0.07%
2,221
-114
SPLV icon
124
Invesco S&P 500 Low Volatility ETF
SPLV
$8.29B
$492K 0.07%
6,892
+8
AMD icon
125
Advanced Micro Devices
AMD
$324B
$491K 0.07%
2,291
-371
3 4
5
6 7