We are live on ! Find out more
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
$227M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$9.29M
3
+$7.76M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.4M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.81M

Top Sells

1
+$9.19M
2
+$1.79M
3
+$1.59M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.21M

Sector Composition

1 Industrials 21.05%
2 Technology 7.67%
3 Financials 7.08%
4 Consumer Staples 5.91%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,519
127
– –
-2,888
128
– –
-3,664
129
– –
-684
130
– –
-4,355
131
– –
-183,184
132
– –
-8,296
133
– –
-10,075
134
– –
-8,000
135
– –
-1,648
136
– –
-8,226
137
– –
-4,713
138
– –
-13,907
139
– –
-18,966
140
– –
-15,493
141
– –
-5,332
142
– –
-19,466
143
– –
-3,387
144
– –
-11,842
145
– –
-1,123
146
– –
-11,425
2 3 4 5
6