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
$551M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.49M
3
+$2.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.06M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.38M

Top Sells

1
+$9.79M
2
+$5.35M
3
+$4.51M
4
AYX
Alteryx Inc
AYX
+$1.82M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$1.41M

Sector Composition

1 Industrials 12.36%
2 Technology 9.81%
3 Financials 6.06%
4 Consumer Staples 5.2%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$408K 0.07%
3,335
-415
127
$397K 0.07%
9,455
+313
128
$394K 0.07%
9,023
+5
129
$392K 0.07%
9,577
-121
130
$389K 0.07%
8,520
+69
131
$387K 0.07%
18,696
-183
132
$386K 0.07%
8,911
+1,520
133
$385K 0.07%
+7,092
134
$372K 0.07%
6,152
135
$371K 0.07%
1,012
+247
136
$368K 0.07%
+2,173
137
$360K 0.07%
4,135
+1,203
138
$347K 0.06%
2,633
-157
139
$346K 0.06%
2,696
+425
140
$340K 0.06%
22,092
+275
141
$339K 0.06%
7,935
142
$335K 0.06%
3,462
+40
143
$321K 0.06%
+4,432
144
$313K 0.06%
1,763
+12
145
$311K 0.06%
1,514
-45
146
$310K 0.06%
5,342
+110
147
$306K 0.06%
+2,439
148
$304K 0.06%
16,187
149
$303K 0.05%
4,080
+271
150
$294K 0.05%
2,664
+41
4 5
6
7 8