CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.21M
3
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

1
+$2.03M
2
+$1.4M
3
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$674K 0.11%
+11,557
102
$672K 0.11%
5,551
-438
103
$659K 0.1%
18,389
+1,068
104
$650K 0.1%
1,403
-72
105
$631K 0.1%
26,041
+707
106
$631K 0.1%
7,877
-1,145
107
$627K 0.1%
4,382
-306
108
$621K 0.1%
4,600
-254
109
$618K 0.1%
5,912
110
$615K 0.1%
7,225
-508
111
$611K 0.1%
3,291
-20
112
$610K 0.1%
13,457
-1,437
113
$609K 0.1%
37,407
+22,695
114
$605K 0.09%
35,830
-5,800
115
$585K 0.09%
4,370
+50
116
$583K 0.09%
9,935
-8
117
$579K 0.09%
7,916
-89
118
$554K 0.09%
+2,394
119
$547K 0.09%
5,691
+124
120
$545K 0.09%
12,588
+1,695
121
$538K 0.08%
1,926
-114
122
$499K 0.08%
1,638
+36
123
$499K 0.08%
5,419
+108
124
$478K 0.07%
1,635
+11
125
$477K 0.07%
2,276
+858
3 4
5
6 7