CG
CFO4Life Group Portfolio holdings
AUM
$640M
This Quarter Return
+17.5%
1 Year Return
+13.06%
3 Year Return
+41.8%
5 Year Return
+92.67%
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(+13%)
Cap. Flow
+$8.52M
Cap. Flow
% of AUM
2.88%
Top 10 Holdings %
Top 10 Hldgs %
57.88%
Holding
141
New
14
Increased
54
Reduced
43
Closed
13
Top Buys
Top Sells
| 1 |
Darling Ingredients
DAR
|
$2.31M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.54M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.43M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.39M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.17M |
Sector Composition
| 1 | Industrials | 23.1% |
| 2 | Technology | 10.44% |
| 3 | Consumer Staples | 8.29% |
| 4 | Financials | 6.56% |
| 5 | Consumer Discretionary | 5.86% |
