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
$240M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$15.5M
3
+$5.43M
4
HD icon
Home Depot
HD
+$5.4M
5
AAPL icon
Apple
AAPL
+$4.69M

Top Sells

1
+$592K
2
+$590K
3
+$513K
4
WP
Worldpay, Inc.
WP
+$416K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$407K

Sector Composition

1 Industrials 21.25%
2 Consumer Staples 16.66%
3 Financials 8.14%
4 Technology 7.62%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-7,827
127
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-2,406
128
– –
-13,243
129
– –
-8,208
130
– –
-4,327
131
– –
-6,726
132
– –
-6,357
133
– –
-3,275
134
– –
-5,255
135
– –
-5,056
136
– –
-4,088
2 3 4 5
6