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
$349M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.12M
3
+$2.01M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.41M
5
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M

Top Sells

1
+$1.14M
2
+$441K
3
+$436K
4
FTNT icon
Fortinet
FTNT
+$434K
5
EBAY icon
eBay
EBAY
+$429K

Sector Composition

1 Industrials 20.28%
2 Technology 9.75%
3 Consumer Staples 9.41%
4 Financials 6.8%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$397K 0.11%
4,600
102
$388K 0.11%
34,478
+8,428
103
$384K 0.11%
+5,266
104
$374K 0.11%
1,607
+30
105
$367K 0.11%
4,429
+686
106
$363K 0.1%
2,209
+564
107
$352K 0.1%
+3,287
108
$351K 0.1%
8,503
-728
109
$350K 0.1%
20,128
+320
110
$347K 0.1%
1,906
+31
111
$343K 0.1%
7,935
112
$340K 0.1%
1,453
+398
113
$339K 0.1%
1,336
+48
114
$333K 0.1%
+4,245
115
$307K 0.09%
+1,305
116
$288K 0.08%
+3,114
117
$286K 0.08%
2,637
+9
118
$285K 0.08%
14,542
+939
119
$282K 0.08%
+1,302
120
$273K 0.08%
17,982
121
$269K 0.08%
6,334
+50
122
$263K 0.08%
2,880
123
$256K 0.07%
19,600
+1,360
124
$255K 0.07%
718
+40
125
$247K 0.07%
1,404
+57
2 3 4
5
6