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
$524M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.6M
3
+$9.36M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$9.09M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.7M

Top Sells

1
+$9.47M
2
+$836K
3
+$783K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$731K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$700K

Sector Composition

1 Industrials 12.93%
2 Technology 10.59%
3 Financials 5.65%
4 Consumer Staples 5.55%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$605K 0.12%
1,839
-28
102
$601K 0.11%
2,085
-198
103
$599K 0.11%
31,500
+202
104
$586K 0.11%
16,263
-299
105
$576K 0.11%
1,222
-81
106
$565K 0.11%
970
-254
107
$555K 0.11%
1,871
-220
108
$552K 0.11%
+11,570
109
$517K 0.1%
9,002
-164
110
$503K 0.1%
7,156
+85
111
$490K 0.09%
3,160
-691
112
$484K 0.09%
4,600
113
$483K 0.09%
28,766
+759
114
$462K 0.09%
1,828
-1
115
$456K 0.09%
29,782
+437
116
$442K 0.08%
1,420
+2
117
$430K 0.08%
8,451
-218
118
$429K 0.08%
28,461
-5,947
119
$409K 0.08%
4,343
-315
120
$399K 0.08%
11,851
-1,649
121
$399K 0.08%
7,748
-91
122
$389K 0.07%
+7,701
123
$386K 0.07%
16,352
+3,461
124
$381K 0.07%
3,586
-10
125
$364K 0.07%
9,018
+6
3 4
5
6 7