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
$127M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$380K
3 +$315K
4
GIS icon
General Mills
GIS
+$228K
5
HD icon
Home Depot
HD
+$222K

Top Sells

1 +$2.47M
2 +$597K
3 +$566K
4
GE icon
GE Aerospace
GE
+$406K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$378K

Sector Composition

1 Industrials 34.69%
2 Technology 6.13%
3 Financials 5.07%
4 Consumer Staples 4.88%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$79K 0.06%
11,676
102
-7,823
103
-3,507
104
-11,036
105
-3,705
106
-3,084