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
$466M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$936K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$935K
5
PH icon
Parker-Hannifin
PH
+$752K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$742K
4
DVN icon
Devon Energy
DVN
+$648K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$563K

Sector Composition

1 Industrials 16.33%
2 Technology 11.34%
3 Consumer Staples 9.17%
4 Financials 6.01%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$327K 0.07%
4,705
+97
127
$326K 0.07%
18,648
+15
128
$321K 0.07%
7,935
129
$320K 0.07%
1,795
+367
130
$315K 0.07%
3,571
-883
131
$310K 0.07%
6,152
132
$304K 0.07%
12,891
133
$299K 0.06%
1,415
+86
134
$297K 0.06%
8,597
+91
135
$289K 0.06%
648
+72
136
$286K 0.06%
21,276
+279
137
$278K 0.06%
16,160
+1,452
138
$269K 0.06%
6,312
+733
139
$269K 0.06%
12,048
+139
140
$261K 0.06%
7,012
+178
141
$249K 0.05%
2,200
-100
142
$242K 0.05%
2,448
+50
143
$241K 0.05%
3,768
+332
144
$240K 0.05%
801
-75
145
$237K 0.05%
1,794
-94
146
$226K 0.05%
+4,605
147
$223K 0.05%
26,790
+415
148
$221K 0.05%
2,950
149
$214K 0.05%
+1,030
150
$209K 0.04%
4,232
-120
4 5
6
7 8