CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.7M
3
+$3.68M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.38M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$907K

Top Sells

1
+$5.01M
2
+$4.72M
3
+$3.33M
4
BND icon
Vanguard Total Bond Market
BND
+$1.98M
5
DELL icon
Dell
DELL
+$1.01M

Sector Composition

1 Technology 11.7%
2 Industrials 9.98%
3 Financials 6.87%
4 Consumer Staples 5.7%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$423K 0.07%
19,453
-13,391
127
$421K 0.07%
3,903
+158
128
$416K 0.07%
15,171
+263
129
$413K 0.07%
7,331
+55
130
$412K 0.07%
6,152
131
$412K 0.07%
2,474
+97
132
$403K 0.07%
14,228
+40
133
$394K 0.07%
4,265
+112
134
$393K 0.07%
7,531
-9,735
135
$393K 0.07%
5,305
-271
136
$386K 0.07%
9,324
+34
137
$383K 0.07%
9,580
-384
138
$372K 0.07%
650
+22
139
$365K 0.06%
14,382
140
$359K 0.06%
9,567
-720
141
$346K 0.06%
1,750
+114
142
$346K 0.06%
1,427
-86
143
$345K 0.06%
7,935
144
$340K 0.06%
3,820
-1,470
145
$337K 0.06%
1,923
-267
146
$336K 0.06%
18,332
+7,472
147
$331K 0.06%
13,118
+184
148
$325K 0.06%
1,229
+30
149
$321K 0.06%
2,731
-98
150
$319K 0.06%
1,496
+10
4 5
6
7 8