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
$403M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.43M
3
+$4.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.95M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Top Sells

1
+$11.5M
2
+$4.14M
3
+$647K
4
FNF icon
Fidelity National Financial
FNF
+$630K
5
CBRE icon
CBRE Group
CBRE
+$627K

Sector Composition

1 Industrials 17.43%
2 Technology 9.67%
3 Consumer Staples 9.39%
4 Financials 5.95%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$389K 0.1%
6,317
+2,000
102
$361K 0.09%
3,894
+50
103
$351K 0.09%
202
+8
104
$345K 0.09%
8,576
-5,100
105
$337K 0.08%
3,765
+205
106
$334K 0.08%
7,905
-180
107
$333K 0.08%
3,481
-76
108
$325K 0.08%
20,190
-4,460
109
$316K 0.08%
2,710
110
$311K 0.08%
6,342
+239
111
$310K 0.08%
+2,150
112
$308K 0.08%
7,935
113
$303K 0.08%
1,321
+22
114
$290K 0.07%
7,147
-115
115
$287K 0.07%
2,147
-86,186
116
$280K 0.07%
+18,579
117
$278K 0.07%
4,566
+23
118
$274K 0.07%
3,712
-22
119
$250K 0.06%
484
-177
120
$242K 0.06%
1,618
+126
121
$241K 0.06%
965
+53
122
$240K 0.06%
14,167
-465
123
$237K 0.06%
26,321
-3,954
124
$235K 0.06%
17,167
-939
125
$235K 0.06%
1,347
3 4
5
6 7