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
$477M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.2M
3
+$2.54M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.03M
5
EOG icon
EOG Resources
EOG
+$980K

Top Sells

1
+$17.1M
2
+$8.35M
3
+$1.1M
4
LKQ icon
LKQ Corp
LKQ
+$886K
5
ADBE icon
Adobe
ADBE
+$847K

Sector Composition

1 Industrials 17.63%
2 Consumer Staples 11.48%
3 Technology 10.44%
4 Financials 5.78%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$445K 0.09%
3,987
+13
102
$445K 0.09%
1,801
-197
103
$438K 0.09%
11,624
-21,274
104
$426K 0.09%
8,415
+6
105
$422K 0.09%
8,085
-136
106
$419K 0.09%
8,232
+171
107
$394K 0.08%
15,275
+749
108
$393K 0.08%
8,560
+615
109
$380K 0.08%
661
+42
110
$373K 0.08%
1,299
+2
111
$347K 0.07%
2,710
112
$341K 0.07%
7,935
113
$340K 0.07%
7,262
+1,547
114
$339K 0.07%
6,991
+857
115
$334K 0.07%
3,560
-130
116
$318K 0.07%
4,317
-325
117
$318K 0.07%
1,758
+300
118
$317K 0.07%
1,492
-2,571
119
$305K 0.06%
4,543
+23
120
$300K 0.06%
30,275
+478
121
$299K 0.06%
6,103
+47
122
$281K 0.06%
1,347
123
$277K 0.06%
14,632
+601
124
$275K 0.06%
18,106
+288
125
$273K 0.06%
3,734
+25
3 4
5
6 7