CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
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
+$14.3M
2
+$8.54M
3
+$7.65M
4
BND icon
Vanguard Total Bond Market
BND
+$7.04M
5
DAR icon
Darling Ingredients
DAR
+$4.65M

Top Sells

1
+$9.09M
2
+$956K
3
+$675K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$416K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$397K

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
– –
-7,051
129
– –
-21,289
130
– –
-1,832
131
– –
-1,642
132
– –
-22,293
133
– –
-11,083
2 3 4 5
6