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
$551M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.49M
3
+$2.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.06M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.38M

Top Sells

1
+$9.79M
2
+$5.35M
3
+$4.51M
4
AYX
Alteryx Inc
AYX
+$1.82M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$1.41M

Sector Composition

1 Industrials 12.36%
2 Technology 9.81%
3 Financials 6.06%
4 Consumer Staples 5.2%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$617K 0.11%
31,647
+147
102
$617K 0.11%
2,169
+84
103
$593K 0.11%
31,110
+775
104
$588K 0.11%
16,263
105
$572K 0.1%
4,963
+363
106
$566K 0.1%
5,202
-110
107
$555K 0.1%
1,612
+192
108
$535K 0.1%
7,210
+54
109
$533K 0.1%
14,066
+2,215
110
$530K 0.1%
9,113
+111
111
$530K 0.1%
2,908
-252
112
$508K 0.09%
28,841
+75
113
$496K 0.09%
5,067
-1,029
114
$496K 0.09%
1,712
-116
115
$496K 0.09%
10,288
-1,282
116
$485K 0.09%
1,440
+369
117
$481K 0.09%
29,833
+51
118
$466K 0.08%
7,371
-377
119
$459K 0.08%
29,248
+787
120
$453K 0.08%
861
+261
121
$436K 0.08%
4,847
+2,299
122
$433K 0.08%
3,623
+37
123
$426K 0.08%
5,819
-3,502
124
$424K 0.08%
4,624
+281
125
$422K 0.08%
6,414
+1,404
3 4
5
6 7