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
$471M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.4M
3
+$8.67M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.42M

Top Sells

1
+$11.4M
2
+$8.39M
3
+$7.15M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.33M

Sector Composition

1 Industrials 14.87%
2 Consumer Staples 8.56%
3 Technology 7.48%
4 Financials 5.67%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.07%
2,176
+592
127
$316K 0.07%
1,822
+113
128
$315K 0.07%
8,289
+354
129
$302K 0.06%
5,981
-2,470
130
$295K 0.06%
2,396
-589
131
$295K 0.06%
4,616
+25
132
$292K 0.06%
+12,891
133
$292K 0.06%
8,820
+1,733
134
$291K 0.06%
1,367
+64
135
$287K 0.06%
629
-130
136
$280K 0.06%
18,615
+18
137
$279K 0.06%
4,391
+605
138
$279K 0.06%
+904
139
$277K 0.06%
2,300
-410
140
$276K 0.06%
3,837
+306
141
$271K 0.06%
6,152
+827
142
$268K 0.06%
3,085
+1
143
$266K 0.06%
1,568
+140
144
$265K 0.06%
+3,415
145
$257K 0.05%
6,521
-28
146
$254K 0.05%
+1,332
147
$249K 0.05%
+2,507
148
$248K 0.05%
11,777
+155
149
$245K 0.05%
+4,660
150
$242K 0.05%
13,401
+154
4 5
6
7 8