CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
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
+$20M
2
+$8.72M
3
+$7.28M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.18M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.52M

Top Sells

1
+$9.19M
2
+$1.71M
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
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