CG
CFO4Life Group Portfolio holdings
AUM
$640M
This Quarter Return
+3.39%
1 Year Return
+13.06%
3 Year Return
+41.8%
5 Year Return
+92.67%
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(-1.5%)
Cap. Flow
-$4.57M
Cap. Flow
% of AUM
-4.21%
Top 10 Holdings %
Top 10 Hldgs %
66.92%
Holding
101
New
6
Increased
49
Reduced
26
Closed
14
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.33M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$3.12M |
| 3 |
Darling Ingredients
DAR
|
$996K |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$730K |
| 5 |
Lowe's Companies
LOW
|
$506K |
Top Sells
Sector Composition
| 1 | Industrials | 37.56% |
| 2 | Technology | 6.52% |
| 3 | Consumer Staples | 5.1% |
| 4 | Healthcare | 4.14% |
| 5 | Financials | 4.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Synchrony
SYF
$28.4B
| – | – |
-7,801
| Closed | -$268K |
|