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
$260M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.65M
3
+$7.77M
4
BND icon
Vanguard Total Bond Market
BND
+$7.11M
5
DAR icon
Darling Ingredients
DAR
+$5.26M

Top Sells

1
+$9.47M
2
+$1.03M
3
+$795K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$425K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$397K

Sector Composition

1 Industrials 19.12%
2 Technology 10.32%
3 Consumer Staples 7.9%
4 Financials 7.28%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$261K 0.1%
6,055
+273
102
$260K 0.1%
3,715
+86
103
$260K 0.1%
1,288
104
$256K 0.1%
+973
105
$251K 0.1%
687
-2
106
$249K 0.1%
+3,203
107
$249K 0.1%
13,701
-477
108
$241K 0.09%
10,315
-138
109
$231K 0.09%
+2,785
110
$228K 0.09%
+2,628
111
$224K 0.09%
+1,123
112
$219K 0.08%
+1,735
113
$218K 0.08%
934
+1
114
$215K 0.08%
23,530
-6,504
115
$214K 0.08%
+1,683
116
$213K 0.08%
+6,000
117
$212K 0.08%
+17,178
118
$207K 0.08%
1,476
-174
119
$201K 0.08%
+1,154
120
$146K 0.06%
10,348
-12,979
121
$142K 0.05%
16,431
-11,475
122
$135K 0.05%
800
123
$129K 0.05%
17,648
124
$127K 0.05%
11,708
125
$118K 0.05%
12,628
2 3 4
5
6