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
$477M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.2M
3
+$2.54M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.03M
5
EOG icon
EOG Resources
EOG
+$980K

Top Sells

1
+$17.1M
2
+$8.35M
3
+$1.1M
4
LKQ icon
LKQ Corp
LKQ
+$886K
5
ADBE icon
Adobe
ADBE
+$847K

Sector Composition

1 Industrials 17.63%
2 Consumer Staples 11.48%
3 Technology 10.44%
4 Financials 5.78%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.06%
5,325
127
$264K 0.06%
2,376
+293
128
$262K 0.06%
3,744
+64
129
$261K 0.05%
13,293
+262
130
$259K 0.05%
11,371
+96
131
$250K 0.05%
4,416
+9
132
$244K 0.05%
12,628
133
$243K 0.05%
1,271
+1
134
$241K 0.05%
1,557
+5
135
$236K 0.05%
1,997
-531
136
$234K 0.05%
2,027
+98
137
$229K 0.05%
912
+144
138
$228K 0.05%
2,950
139
$226K 0.05%
+2,617
140
$220K 0.05%
+9,100
141
$214K 0.04%
4,731
+1
142
$212K 0.04%
+4,632
143
$212K 0.04%
4,605
+124
144
$212K 0.04%
10,325
145
$211K 0.04%
5,538
+28
146
$209K 0.04%
7,320
+17
147
$209K 0.04%
1,041
+3
148
$205K 0.04%
4,637
+12
149
$203K 0.04%
+2,480
150
$148K 0.03%
+10,014
3 4 5
6
7