CG

CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$2.1M
3
+$900K
4
AVGO icon
Broadcom
AVGO
+$818K
5
MU icon
Micron Technology
MU
+$511K

Top Sells

1
+$12.3M
2
+$1.29M
3
+$835K
4
MSFT icon
Microsoft
MSFT
+$771K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$649K

Sector Composition

1 Technology 11.89%
2 Industrials 7.05%
3 Financials 6.2%
4 Communication Services 4.68%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
101
Pfizer
PFE
$148B
$672K 0.1%
26,996
+193
WFC icon
102
Wells Fargo
WFC
$225B
$671K 0.1%
7,197
-852
LRCX icon
103
Lam Research
LRCX
$369B
$638K 0.09%
3,728
+1,440
IWF icon
104
iShares Russell 1000 Growth ETF
IWF
$129B
$638K 0.09%
5,392
-2,056
ENB icon
105
Enbridge
ENB
$121B
$638K 0.09%
13,331
+7
MU icon
106
Micron Technology
MU
$906B
$636K 0.09%
+2,227
AMGN icon
107
Amgen
AMGN
$182B
$633K 0.09%
1,935
-5
MUB icon
108
iShares National Muni Bond ETF
MUB
$43.9B
$633K 0.09%
5,912
IUSB icon
109
iShares Core Universal USD Bond ETF
IUSB
$36.7B
$632K 0.09%
13,587
-431
MLN icon
110
VanEck Long Muni ETF
MLN
$698M
$628K 0.09%
35,830
INTC icon
111
Intel
INTC
$605B
$622K 0.09%
16,870
+451
RMD icon
112
ResMed
RMD
$29.4B
$614K 0.09%
2,549
-100
RDDT icon
113
Reddit
RDDT
$29.7B
$598K 0.09%
2,600
-405
CI icon
114
Cigna
CI
$79.5B
$595K 0.08%
2,161
-43
FBTC icon
115
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$594K 0.08%
7,794
+2,571
LMT icon
116
Lockheed Martin
LMT
$120B
$577K 0.08%
1,193
-153
MO icon
117
Altria Group
MO
$119B
$570K 0.08%
9,878
-165
BE icon
118
Bloom Energy
BE
$82.4B
$568K 0.08%
6,542
-999
TSM icon
119
TSMC
TSM
$2.07T
$567K 0.08%
1,865
-143
ORCL icon
120
Oracle
ORCL
$546B
$563K 0.08%
2,886
-678
SSB icon
121
SouthState Bank Corp
SSB
$8.98B
$518K 0.07%
5,506
+21
MCD icon
122
McDonald's
MCD
$196B
$510K 0.07%
1,670
+1
VEEV icon
123
Veeva Systems
VEEV
$25.4B
$496K 0.07%
2,221
-114
SPLV icon
124
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$492K 0.07%
6,892
+8
AMD icon
125
Advanced Micro Devices
AMD
$726B
$491K 0.07%
2,291
-371
3 4
5
6 7