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
$403M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.43M
3
+$4.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.95M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Top Sells

1
+$11.5M
2
+$4.14M
3
+$647K
4
FNF icon
Fidelity National Financial
FNF
+$630K
5
CBRE icon
CBRE Group
CBRE
+$627K

Sector Composition

1 Industrials 17.43%
2 Technology 9.67%
3 Consumer Staples 9.39%
4 Financials 5.95%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.06%
5,697
-1,294
127
$232K 0.06%
1,458
-300
128
$229K 0.06%
3,758
+14
129
$228K 0.06%
7,078
-3,813
130
$226K 0.06%
5,325
131
$221K 0.05%
2,065
+68
132
$220K 0.05%
2,661
+44
133
$212K 0.05%
2,297
-183
134
$207K 0.05%
11,612
+241
135
$203K 0.05%
+2,749
136
$201K 0.05%
+2,642
137
$193K 0.05%
12,628
138
$178K 0.04%
10,907
-2,386
139
$157K 0.04%
10,305
-20
140
$128K 0.03%
10,248
+234
141
$114K 0.03%
10,764
+155
142
$105K 0.03%
12,291
+299
143
$105K 0.03%
+10,240
144
$84K 0.02%
41,370
-1,212
145
$8K ﹤0.01%
661
146
– –
-2,027
147
– –
-7,479
148
– –
-1,271
149
– –
-800
150
– –
-9,100
3 4 5
6
7