CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
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
+$2.9M
2
+$358K
3
+$293K
4
GIS icon
General Mills
GIS
+$208K
5
HD icon
Home Depot
HD
+$202K

Top Sells

1
+$2.43M
2
+$597K
3
+$566K
4
GE icon
GE Aerospace
GE
+$406K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$372K

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
1 2 3 4
5