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CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$999K
3
+$963K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$831K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$769K

Top Sells

1
+$8.3M
2
+$4.94M
3
+$3.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$886K

Sector Composition

1 Industrials 22.34%
2 Technology 11.39%
3 Financials 8.61%
4 Consumer Staples 7.19%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.11%
1,648
102
$209K 0.11%
933
103
$208K 0.11%
27,906
-4,235
104
$203K 0.11%
14,178
+347
105
$202K 0.11%
7,728
106
$200K 0.11%
1,650
-123
107
$188K 0.1%
30,034
+2,089
108
$130K 0.07%
12,628
109
$91K 0.05%
17,648
110
$75K 0.04%
11,083
-566
111
$61K 0.03%
+11,708
112
$56K 0.03%
800
113
$47K 0.03%
31,284
+5,479
114
$45K 0.02%
21,289
115
$9K ﹤0.01%
+1,642
116
$8K ﹤0.01%
30,866
-8,075
117
– –
-13,115
118
– –
-2,636
119
– –
-2,489
120
– –
-2,068
121
– –
-1,849
122
– –
-41,004
123
– –
-4,818
124
– –
-1,123
125
– –
-92,453
2 3 4
5
6