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
$124M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$845K
3
+$611K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$566K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$565K

Top Sells

1
+$588K
2
+$522K
3
+$500K
4
CTXS
Citrix Systems Inc
CTXS
+$408K
5
COMM icon
CommScope
COMM
+$400K

Sector Composition

1 Industrials 35.84%
2 Technology 6.01%
3 Financials 4.93%
4 Consumer Staples 4.82%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,506
102
– –
-2,406
103
– –
-5,533
104
– –
-3,827
105
– –
-30,000
106
– –
-842
107
– –
-13,000
108
– –
-2,116
109
– –
-5,474
110
– –
-5,121
1 2 3 4
5