CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$819K
3
+$591K
4
TMO icon
Thermo Fisher Scientific
TMO
+$532K
5
SYK icon
Stryker
SYK
+$525K

Top Sells

1
+$21.9M
2
+$9.09M
3
+$7.16M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.99M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.2M

Sector Composition

1 Industrials 24.85%
2 Financials 8.81%
3 Technology 8.78%
4 Consumer Staples 7%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-61,447
127
– –
-1,144
128
– –
-6,592
129
– –
-2,711
130
– –
-5,332
131
– –
-17,231
132
– –
-4,965
133
– –
-4,745
134
– –
-11,676
135
– –
-6,165
2 3 4 5
6