CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.1M
3
+$11.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.71M
5
DAR icon
Darling Ingredients
DAR
+$3.73M

Top Sells

1
+$12.2M
2
+$7.32M
3
+$4.33M
4
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$1M

Sector Composition

1 Industrials 18.31%
2 Consumer Staples 10.64%
3 Technology 9.38%
4 Financials 5.82%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K 0.1%
1,784
-122
102
$407K 0.1%
1,636
-223
103
$399K 0.1%
4,252
-766
104
$394K 0.1%
4,076
-423
105
$394K 0.1%
2,085
-124
106
$389K 0.1%
6,690
-265
107
$375K 0.09%
4,543
-3,703
108
$361K 0.09%
1,488
+35
109
$359K 0.09%
+10,427
110
$357K 0.09%
3,672
+558
111
$346K 0.09%
7,935
112
$345K 0.09%
3,184
-103
113
$339K 0.08%
24,522
-9,956
114
$333K 0.08%
1,467
-140
115
$332K 0.08%
1,292
-44
116
$321K 0.08%
3,618
-811
117
$318K 0.08%
1,461
+159
118
$297K 0.07%
13,466
-1,076
119
$294K 0.07%
1,320
+15
120
$284K 0.07%
2,628
-9
121
$278K 0.07%
1,093
+82
122
$267K 0.07%
20,000
+400
123
$266K 0.07%
4,218
-6,938
124
$250K 0.06%
1,347
-57
125
$247K 0.06%
5,693
-641
3 4
5
6 7