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
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$3.38M
3 +$2.08M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.85M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.06M

Top Sells

1 +$2.08M
2 +$1.42M
3 +$874K
4
BKNG icon
Booking.com
BKNG
+$856K
5
APP icon
Applovin
APP
+$840K

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
EQT icon
101
EQT Corp
EQT
$33.7B
$674K 0.11%
+11,557
NVS icon
102
Novartis
NVS
$254B
$672K 0.11%
5,551
-438
PINS icon
103
Pinterest
PINS
$22B
$659K 0.1%
18,389
+1,068
LMT icon
104
Lockheed Martin
LMT
$116B
$650K 0.1%
1,403
-72
PFE icon
105
Pfizer
PFE
$139B
$631K 0.1%
26,041
+707
WFC icon
106
Wells Fargo
WFC
$262B
$631K 0.1%
7,877
-1,145
CVX icon
107
Chevron
CVX
$308B
$627K 0.1%
4,382
-306
ITOT icon
108
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$621K 0.1%
4,600
-254
MUB icon
109
iShares National Muni Bond ETF
MUB
$40.3B
$618K 0.1%
5,912
C icon
110
Citigroup
C
$174B
$615K 0.1%
7,225
-508
ABBV icon
111
AbbVie
ABBV
$406B
$611K 0.1%
3,291
-20
ENB icon
112
Enbridge
ENB
$103B
$610K 0.1%
13,457
-1,437
BIZD icon
113
VanEck BDC Income ETF
BIZD
$1.48B
$609K 0.1%
37,407
+22,695
MLN icon
114
VanEck Long Muni ETF
MLN
$604M
$605K 0.09%
35,830
-5,800
NFLX icon
115
Netflix
NFLX
$510B
$585K 0.09%
437
+5
MO icon
116
Altria Group
MO
$109B
$583K 0.09%
9,935
-8
CARR icon
117
Carrier Global
CARR
$47.8B
$579K 0.09%
7,916
-89
PAYC icon
118
Paycom
PAYC
$11.3B
$554K 0.09%
+2,394
AEE icon
119
Ameren
AEE
$28.5B
$547K 0.09%
5,691
+124
VZ icon
120
Verizon
VZ
$171B
$545K 0.09%
12,588
+1,695
AMGN icon
121
Amgen
AMGN
$161B
$538K 0.08%
1,926
-114
GLD icon
122
SPDR Gold Trust
GLD
$135B
$499K 0.08%
1,638
+36
SSB icon
123
SouthState Bank Corp
SSB
$9.36B
$499K 0.08%
5,419
+108
MCD icon
124
McDonald's
MCD
$220B
$478K 0.07%
1,635
+11
BA icon
125
Boeing
BA
$161B
$477K 0.07%
2,276
+858