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
$565M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.26M
3
+$1.59M
4
SLB icon
SLB Limited
SLB
+$706K
5
UHS icon
Universal Health Services
UHS
+$680K

Top Sells

1
+$4.38M
2
+$1.19M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$889K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$837K

Sector Composition

1 Technology 11.22%
2 Industrials 10.82%
3 Financials 6.4%
4 Consumer Staples 5.8%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$451K 0.08%
4,657
-190
127
$447K 0.08%
9,964
+1
128
$432K 0.08%
3,745
-68
129
$430K 0.08%
10,287
+1,188
130
$414K 0.07%
6,152
131
$405K 0.07%
2,377
+18
132
$400K 0.07%
7,276
-130
133
$392K 0.07%
2,190
+8
134
$390K 0.07%
9,290
135
$384K 0.07%
14,188
-14,148
136
$377K 0.07%
71,910
+13,590
137
$375K 0.07%
529
+179
138
$368K 0.07%
1,513
139
$361K 0.06%
5,576
+1,072
140
$358K 0.06%
7,935
141
$348K 0.06%
4,153
-1,749
142
$346K 0.06%
6,132
-212
143
$345K 0.06%
+31,861
144
$344K 0.06%
12,934
+133
145
$341K 0.06%
3,548
+507
146
$339K 0.06%
2,829
+25
147
$336K 0.06%
14,308
-681
148
$333K 0.06%
8,136
+1,842
149
$329K 0.06%
14,908
+226
150
$327K 0.06%
2,490
+38
4 5
6
7 8