CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$28M
3
+$24.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.1M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$11.1M

Top Sells

1
+$21.8M
2
+$20.5M
3
+$11.6M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$10.1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$6.77M

Sector Composition

1 Technology 9.8%
2 Industrials 8.45%
3 Financials 7.22%
4 Consumer Staples 5.26%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$622K 0.1%
4,049
-521
102
$613K 0.1%
7,262
+327
103
$612K 0.1%
7,513
-1,135
104
$602K 0.1%
6,103
-233
105
$597K 0.1%
32,335
+217
106
$597K 0.1%
9,943
-87
107
$594K 0.1%
1,606
-62
108
$592K 0.1%
4,854
+254
109
$585K 0.1%
1,579
-217
110
$580K 0.1%
2,907
-1,407
111
$564K 0.09%
2,519
-77
112
$560K 0.09%
+8,607
113
$559K 0.09%
+7,913
114
$559K 0.09%
+5,567
115
$549K 0.09%
7,733
-2
116
$537K 0.09%
+17,321
117
$515K 0.09%
5,858
-217
118
$508K 0.09%
8,005
-106
119
$507K 0.09%
1,624
-291
120
$499K 0.08%
30,072
-1,427
121
$494K 0.08%
10,893
+1,313
122
$493K 0.08%
+5,311
123
$481K 0.08%
6,440
+6
124
$466K 0.08%
4,446
-866
125
$462K 0.08%
6,289
-2,382
3 4
5
6 7