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
$466M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$936K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$935K
5
PH icon
Parker-Hannifin
PH
+$752K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$742K
4
DVN icon
Devon Energy
DVN
+$648K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$563K

Sector Composition

1 Industrials 16.33%
2 Technology 11.34%
3 Consumer Staples 9.17%
4 Financials 6.01%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$507K 0.11%
941
+80
102
$506K 0.11%
3,758
-456
103
$453K 0.1%
33,547
+1,057
104
$452K 0.1%
+6,699
105
$450K 0.1%
4,600
106
$450K 0.1%
1,815
+27
107
$449K 0.1%
4,596
+580
108
$445K 0.1%
+1,169
109
$439K 0.09%
27,552
+1,288
110
$437K 0.09%
24,351
+1,812
111
$422K 0.09%
9,173
-409
112
$419K 0.09%
4,225
+29
113
$409K 0.09%
9,021
+228
114
$406K 0.09%
6,201
-631
115
$404K 0.09%
1,428
+14
116
$397K 0.09%
6,367
-4,360
117
$389K 0.08%
13,570
+2,589
118
$374K 0.08%
+798
119
$362K 0.08%
4,029
+295
120
$356K 0.08%
5,670
+27
121
$353K 0.08%
9,369
-1,017
122
$350K 0.08%
+4,030
123
$343K 0.07%
9,695
+148
124
$342K 0.07%
8,240
+841
125
$334K 0.07%
3,741
+386
3 4
5
6 7