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
$433M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.16M
3
+$896K
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$815K
5
CRM icon
Salesforce
CRM
+$699K

Top Sells

1
+$5.85M
2
+$2.54M
3
+$825K
4
AYX
Alteryx Inc
AYX
+$678K
5
ADI icon
Analog Devices
ADI
+$631K

Sector Composition

1 Industrials 15.01%
2 Technology 11.19%
3 Consumer Staples 7.02%
4 Financials 6.32%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$484K 0.11%
1,829
+14
102
$479K 0.11%
1,198
-1
103
$455K 0.11%
7,071
+372
104
$433K 0.1%
4,600
105
$431K 0.1%
4,658
+62
106
$426K 0.1%
1,145
-24
107
$421K 0.1%
28,007
+455
108
$413K 0.1%
29,345
-281
109
$386K 0.09%
1,418
-10
110
$379K 0.09%
9,012
-9
111
$370K 0.09%
13,500
-70
112
$349K 0.08%
3,955
-74
113
$343K 0.08%
8,669
+72
114
$338K 0.08%
9,695
115
$334K 0.08%
7,543
-697
116
$325K 0.08%
10,025
+3,013
117
$322K 0.07%
7,839
-1,334
118
$315K 0.07%
1,840
+45
119
$315K 0.07%
18,663
+15
120
$309K 0.07%
7,935
121
$308K 0.07%
6,152
122
$300K 0.07%
3,596
-629
123
$298K 0.07%
21,543
+267
124
$293K 0.07%
4,982
-688
125
$288K 0.07%
12,891
3 4
5
6 7