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
$524M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.6M
3
+$9.36M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$9.09M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.7M

Top Sells

1
+$9.47M
2
+$836K
3
+$783K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$731K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$700K

Sector Composition

1 Industrials 12.93%
2 Technology 10.59%
3 Financials 5.65%
4 Consumer Staples 5.55%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$359K 0.07%
9,698
+3
127
$355K 0.07%
18,879
+216
128
$345K 0.07%
9,142
-883
129
$341K 0.07%
1,310
-99
130
$339K 0.06%
3,750
+516
131
$333K 0.06%
6,152
132
$332K 0.06%
3,422
-533
133
$329K 0.06%
7,935
134
$325K 0.06%
1,071
-1,194
135
$324K 0.06%
7,391
-152
136
$322K 0.06%
21,817
+274
137
$317K 0.06%
+5,989
138
$314K 0.06%
5,010
+28
139
$306K 0.06%
+16,187
140
$304K 0.06%
2,790
+6
141
$298K 0.06%
1,559
-281
142
$289K 0.06%
+24,866
143
$287K 0.05%
600
+23
144
$282K 0.05%
12,317
+142
145
$272K 0.05%
4,694
+36
146
$270K 0.05%
2,623
-287
147
$263K 0.05%
+683
148
$259K 0.05%
2,696
+365
149
$258K 0.05%
2,200
150
$258K 0.05%
5,232
-176
4 5
6
7 8