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
$227M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$8.72M
3
+$7.28M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.18M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.52M

Top Sells

1
+$9.19M
2
+$1.71M
3
+$1.59M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Sector Composition

1 Industrials 21.05%
2 Technology 7.67%
3 Financials 7.08%
4 Consumer Staples 5.91%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.11%
3,450
+139
102
$234K 0.1%
+2,135
103
$234K 0.1%
+4,965
104
$226K 0.1%
9,201
+37
105
$210K 0.09%
3,030
+19
106
$209K 0.09%
+8,255
107
$207K 0.09%
5,056
108
$207K 0.09%
1,539
+251
109
$206K 0.09%
+3,516
110
$205K 0.09%
933
111
$202K 0.09%
2,711
112
$191K 0.08%
17,648
113
$180K 0.08%
4,131
+9
114
$152K 0.07%
+11,693
115
$127K 0.06%
48,566
-768
116
$112K 0.05%
+11,675
117
$85K 0.04%
11,289
118
$74K 0.03%
11,676
119
$19K 0.01%
11,000
120
$8K ﹤0.01%
32,674
121
– –
-1,648
122
– –
-15,493
123
– –
-5,332
124
– –
-6,953
125
– –
-3,136
2 3 4
5
6