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
$471M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.4M
3
+$8.67M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.42M

Top Sells

1
+$11.4M
2
+$8.39M
3
+$7.15M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.33M

Sector Composition

1 Industrials 14.87%
2 Consumer Staples 8.56%
3 Technology 7.48%
4 Financials 5.67%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$529K 0.11%
30,905
+580
102
$496K 0.11%
1,883
-198
103
$494K 0.11%
9,835
-956
104
$492K 0.1%
+4,716
105
$490K 0.1%
29,063
+117
106
$488K 0.1%
8,126
+48
107
$473K 0.1%
27,030
-18,152
108
$472K 0.1%
11,436
+258
109
$458K 0.1%
10,118
-2,116
110
$456K 0.1%
2,130
+4
111
$439K 0.09%
23,829
-8,788
112
$435K 0.09%
2,634
+181
113
$426K 0.09%
4,204
+547
114
$419K 0.09%
+32,786
115
$408K 0.09%
15,422
-1,220
116
$401K 0.09%
3,898
+17
117
$394K 0.08%
4,172
+119
118
$392K 0.08%
+10,608
119
$391K 0.08%
8,555
+858
120
$390K 0.08%
4,600
121
$385K 0.08%
191
-11
122
$377K 0.08%
31,646
+823
123
$355K 0.08%
24,270
-2,580
124
$345K 0.07%
+9,114
125
$326K 0.07%
10,115
+201
3 4
5
6 7