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
$213M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$819K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$532K
5
SYK icon
Stryker
SYK
+$525K

Top Sells

1
+$21.9M
2
+$9.09M
3
+$7.16M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.99M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.2M

Sector Composition

1 Industrials 24.85%
2 Financials 8.81%
3 Technology 8.78%
4 Consumer Staples 7%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.11%
+3,372
102
$238K 0.11%
+2,687
103
$235K 0.11%
+1,648
104
$233K 0.11%
+4,645
105
$227K 0.11%
596
-689
106
$227K 0.11%
933
107
$219K 0.1%
4,236
-9,277
108
$218K 0.1%
5,056
109
$216K 0.1%
+606
110
$215K 0.1%
17,648
111
$208K 0.1%
+2,325
112
$207K 0.1%
+7,518
113
$202K 0.09%
1,486
-795
114
$202K 0.09%
+1,123
115
$199K 0.09%
14,049
+2,356
116
$172K 0.08%
14,150
+2,475
117
$149K 0.07%
2,973
-1,158
118
$116K 0.05%
40,589
-7,977
119
$83K 0.04%
11,289
120
$48K 0.02%
+14,815
121
$19K 0.01%
11,000
122
$14K 0.01%
32,674
123
– –
-4,140
124
– –
-14,003
125
– –
-23,950
2 3 4
5
6