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
$226M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$5.01M
3
+$1.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M
5
UPS icon
United Parcel Service
UPS
+$1.06M

Top Sells

1
+$25.9M
2
+$4.03M
3
+$3.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.01M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$979K

Sector Composition

1 Industrials 25.65%
2 Technology 9.23%
3 Financials 9.15%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.13%
5,588
-120
102
$292K 0.13%
3,650
-1,292
103
$282K 0.13%
4,168
-916
104
$276K 0.12%
3,387
-3,903
105
$263K 0.12%
9,164
-1,508
106
$254K 0.11%
5,056
-92
107
$239K 0.11%
2,628
-89
108
$238K 0.11%
933
109
$237K 0.11%
684
+3
110
$235K 0.1%
1,648
111
$234K 0.1%
3,011
+16
112
$229K 0.1%
4,355
-4,928
113
$229K 0.1%
+3,122
114
$222K 0.1%
1,327
+4
115
$220K 0.1%
4,122
+13
116
$217K 0.1%
+584
117
$215K 0.1%
17,648
118
$213K 0.09%
3,311
-60
119
$211K 0.09%
3,136
-583
120
$210K 0.09%
5,332
-5,977
121
$210K 0.09%
+1,123
122
$207K 0.09%
1,288
-768
123
$206K 0.09%
+2,711
124
$156K 0.07%
2,888
-88
125
$126K 0.06%
11,289
2 3 4
5
6