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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
$187M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$999K
3
+$963K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$831K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$769K

Top Sells

1
+$8.3M
2
+$4.94M
3
+$3.58M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$886K

Sector Composition

1 Industrials 22.34%
2 Technology 11.39%
3 Financials 8.61%
4 Consumer Staples 7.19%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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129
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137
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138
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139
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140
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141
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142
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