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
$240M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$15.5M
3
+$5.43M
4
HD icon
Home Depot
HD
+$5.4M
5
AAPL icon
Apple
AAPL
+$4.69M

Top Sells

1
+$592K
2
+$590K
3
+$513K
4
WP
Worldpay, Inc.
WP
+$416K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$407K

Sector Composition

1 Industrials 21.25%
2 Consumer Staples 16.66%
3 Financials 8.14%
4 Technology 7.62%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.12%
+4,600
102
$288K 0.12%
5,708
-272
103
$250K 0.1%
+2,000
104
$246K 0.1%
+4,315
105
$245K 0.1%
3,719
+340
106
$238K 0.1%
+1,909
107
$236K 0.1%
5,148
+92
108
$226K 0.09%
17,648
109
$222K 0.09%
1,648
110
$217K 0.09%
+933
111
$212K 0.09%
+4,784
112
$211K 0.09%
3,371
-746
113
$210K 0.09%
+2,717
114
$208K 0.09%
4,109
+727
115
$207K 0.09%
+1,323
116
$205K 0.09%
2,995
-739
117
$202K 0.08%
6,274
118
$201K 0.08%
681
+67
119
$194K 0.08%
+2,976
120
$128K 0.05%
11,289
121
$78K 0.03%
11,676
122
$37K 0.02%
+11,000
123
$14K 0.01%
+32,674
124
– –
-3,337
125
– –
-4,979
2 3 4
5
6