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
$569M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.7M
3
+$3.68M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.38M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$907K

Top Sells

1
+$5.01M
2
+$4.72M
3
+$3.33M
4
BND icon
Vanguard Total Bond Market
BND
+$1.98M
5
DELL icon
Dell
DELL
+$1.01M

Sector Composition

1 Technology 11.7%
2 Industrials 9.98%
3 Financials 6.87%
4 Consumer Staples 5.7%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$649K 0.11%
9,228
+429
102
$646K 0.11%
32,118
+171
103
$644K 0.11%
9,174
+3,042
104
$644K 0.11%
6,619
+379
105
$624K 0.11%
8,671
-27,515
106
$594K 0.1%
+2,596
107
$592K 0.1%
4,600
108
$578K 0.1%
4,011
+18
109
$571K 0.1%
4,748
+91
110
$568K 0.1%
3,197
+212
111
$560K 0.1%
2,150
+6
112
$555K 0.1%
1,915
+11
113
$554K 0.1%
8,111
-360
114
$552K 0.1%
31,499
+769
115
$544K 0.1%
7,735
+145
116
$535K 0.09%
26,977
+112
117
$528K 0.09%
8,705
+51
118
$524K 0.09%
6,935
-82
119
$524K 0.09%
10,030
+144
120
$493K 0.09%
1,752
+12
121
$450K 0.08%
6,434
+6
122
$434K 0.08%
4,685
+28
123
$429K 0.08%
3,525
-65
124
$427K 0.07%
18,400
-4,157
125
$426K 0.07%
4,401
-788
3 4
5
6 7