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
$226M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$5.01M
3
+$1.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M
5
UPS icon
United Parcel Service
UPS
+$1.06M

Top Sells

1
+$25.9M
2
+$4.03M
3
+$3.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.01M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$979K

Sector Composition

1 Industrials 25.65%
2 Technology 9.23%
3 Financials 9.15%
4 Consumer Discretionary 6.35%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$86K 0.04%
11,676
127
$32K 0.01%
11,000
128
$11K ﹤0.01%
32,674
129
– –
-11,226
130
– –
-6,958
131
– –
-4,784
132
– –
-6,274
133
– –
-5,723
134
– –
-9,273
135
– –
-4,315
136
– –
-1,909
137
– –
-11,150
2 3 4 5
6