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

Top Buys

1
+$533K
2
+$530K
3
+$517K
4
WP
Worldpay, Inc.
WP
+$401K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$359K

Top Sells

1
+$734K
2
+$701K
3
+$630K
4
MHK icon
Mohawk Industries
MHK
+$521K
5
AMGN icon
Amgen
AMGN
+$497K

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
– –
-5,595
102
– –
-3,931
103
– –
-1,171
104
– –
-5,486
105
– –
-1,889
106
– –
-3,176
107
– –
-7,985
108
– –
-1,791
1 2 3 4
5