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
$565M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.26M
3
+$1.59M
4
SLB icon
SLB Limited
SLB
+$706K
5
UHS icon
Universal Health Services
UHS
+$680K

Top Sells

1
+$4.38M
2
+$1.19M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$889K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$837K

Sector Composition

1 Technology 11.22%
2 Industrials 10.82%
3 Financials 6.4%
4 Consumer Staples 5.8%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$680K 0.12%
+2,970
102
$675K 0.12%
16,620
-137
103
$667K 0.12%
30,300
+774
104
$651K 0.12%
+3,993
105
$648K 0.11%
32,844
+862
106
$641K 0.11%
1,670
+3
107
$629K 0.11%
31,947
+150
108
$613K 0.11%
1,178
-21
109
$589K 0.1%
2,985
+100
110
$580K 0.1%
1,904
+80
111
$578K 0.1%
4,600
112
$565K 0.1%
4,657
+66
113
$551K 0.1%
26,865
-3,094
114
$534K 0.09%
+10,787
115
$533K 0.09%
21,224
-197
116
$525K 0.09%
5,189
+808
117
$510K 0.09%
22,557
+3,855
118
$510K 0.09%
30,730
+741
119
$508K 0.09%
10,288
120
$505K 0.09%
9,886
+243
121
$499K 0.09%
8,654
+60
122
$480K 0.08%
3,590
-57
123
$476K 0.08%
1,740
+7
124
$475K 0.08%
7,590
+175
125
$461K 0.08%
6,428
+7
3 4
5
6 7