CG
CFO4Life Group Portfolio holdings
AUM
$640M
This Quarter Return
+3.78%
1 Year Return
+13.06%
3 Year Return
+41.8%
5 Year Return
+92.67%
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(+1.9%)
Cap. Flow
-$2.16M
Cap. Flow
% of AUM
-0.97%
Top 10 Holdings %
Top 10 Hldgs %
53.12%
Holding
134
New
11
Increased
28
Reduced
64
Closed
11
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$647K |
| 2 |
Leidos
LDOS
|
$558K |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$558K |
| 4 |
iShares MSCI USA Value Factor ETF
VLUE
|
$553K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$529K |
Top Sells
| 1 |
Pfizer
PFE
|
$627K |
| 2 |
Zions Bancorporation
ZION
|
$616K |
| 3 |
lululemon athletica
LULU
|
$541K |
| 4 |
Intel
INTC
|
$520K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$470K |
Sector Composition
| 1 | Industrials | 24.17% |
| 2 | Technology | 9.42% |
| 3 | Financials | 8.91% |
| 4 | Consumer Staples | 7.01% |
| 5 | Consumer Discretionary | 5.5% |
