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
$688M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.51M
3
+$1.17M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.07M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1,000K

Top Sells

1
+$988K
2
+$833K
3
+$707K
4
AEE icon
Ameren
AEE
+$547K
5
DAR icon
Darling Ingredients
DAR
+$342K

Sector Composition

1 Technology 12.01%
2 Industrials 6.36%
3 Financials 6.32%
4 Consumer Staples 4.75%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDDT icon
101
Reddit
RDDT
$42.6B
$691K 0.1%
3,005
-24
PFE icon
102
Pfizer
PFE
$147B
$683K 0.1%
26,803
+762
WFC icon
103
Wells Fargo
WFC
$291B
$675K 0.1%
8,049
+172
PM icon
104
Philip Morris
PM
$239B
$673K 0.1%
4,151
-88
ENB icon
105
Enbridge
ENB
$104B
$672K 0.1%
13,324
-133
LMT icon
106
Lockheed Martin
LMT
$111B
$672K 0.1%
1,346
-57
ITOT icon
107
iShares Core S&P Total US Stock Market ETF
ITOT
$79.8B
$670K 0.1%
4,600
MO icon
108
Altria Group
MO
$98.6B
$663K 0.1%
10,043
+108
IUSB icon
109
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$655K 0.1%
14,018
-1,070
EQT icon
110
EQT Corp
EQT
$34.7B
$648K 0.09%
11,909
+352
BE icon
111
Bloom Energy
BE
$22.5B
$638K 0.09%
7,541
-1,559
CI icon
112
Cigna
CI
$73.4B
$635K 0.09%
2,204
-50
MUB icon
113
iShares National Muni Bond ETF
MUB
$41.4B
$630K 0.09%
5,912
MLN icon
114
VanEck Long Muni ETF
MLN
$639M
$626K 0.09%
35,830
BIZD icon
115
VanEck BDC Income ETF
BIZD
$1.59B
$622K 0.09%
41,650
+4,243
PINS icon
116
Pinterest
PINS
$17.6B
$595K 0.09%
18,493
+104
GLD icon
117
SPDR Gold Trust
GLD
$145B
$577K 0.08%
1,622
-16
TSM icon
118
TSMC
TSM
$1.51T
$561K 0.08%
2,008
+162
INTC icon
119
Intel
INTC
$180B
$551K 0.08%
16,419
-190
AMGN icon
120
Amgen
AMGN
$171B
$547K 0.08%
1,940
+14
NFLX icon
121
Netflix
NFLX
$404B
$544K 0.08%
4,540
+170
SSB icon
122
SouthState Bank Corp
SSB
$9.66B
$542K 0.08%
5,485
+66
FBTC icon
123
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$521K 0.08%
5,223
+2,124
CORZ icon
124
Core Scientific
CORZ
$5.13B
$521K 0.08%
+29,037
VZ icon
125
Verizon
VZ
$172B
$510K 0.07%
11,595
-993
3 4
5
6 7