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
$118M
AUM Growth
-$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$524K
2 +$507K
3 +$497K
4
WP
Worldpay, Inc.
WP
+$416K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$353K

Top Sells

1 +$734K
2 +$701K
3 +$630K
4
MHK icon
Mohawk Industries
MHK
+$521K
5
AMGN icon
Amgen
AMGN
+$462K

Sector Composition

1 Industrials 32.42%
2 Financials 6%
3 Technology 5.71%
4 Consumer Staples 4.59%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,171
102
-5,486
103
-1,889
104
-3,176
105
-7,985
106
-1,791
107
-3,737
108
-5,595