CG

CFO4Life Group Portfolio holdings

AUM $640M
1-Year Est. Return 13.06%
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$8.65M
3 +$7.77M
4
BND icon
Vanguard Total Bond Market
BND
+$7.11M
5
DAR icon
Darling Ingredients
DAR
+$5.26M

Sector Composition

1 Industrials 19.12%
2 Technology 10.32%
3 Consumer Staples 7.9%
4 Financials 7.28%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$67K 0.03%
44,880
+13,596
127
$9K ﹤0.01%
27,709
-3,157
128
-22,293
129
-11,083
130
-7,051
131
-21,289
132
-1,832
133
-1,642