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
$223M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$558K
3
+$558K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$553K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$529K

Top Sells

1
+$627K
2
+$616K
3
+$541K
4
INTC icon
Intel
INTC
+$520K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$470K

Sector Composition

1 Industrials 24.17%
2 Technology 9.42%
3 Financials 8.91%
4 Consumer Staples 7.01%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,031
127
– –
-5,526
128
– –
-1,489
129
– –
-3,000
130
– –
-14,353
131
– –
-6,060
132
– –
-7,395
133
– –
-6,206
134
– –
-13,407
2 3 4 5
6