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
$594M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$28M
3
+$24.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.1M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$11.1M

Top Sells

1
+$21.8M
2
+$20.5M
3
+$11.6M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$10.1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$6.77M

Sector Composition

1 Technology 9.8%
2 Industrials 8.45%
3 Financials 7.22%
4 Consumer Staples 5.26%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$462K 0.08%
1,602
+175
127
$446K 0.08%
21,000
-5,977
128
$432K 0.07%
15,147
-24
129
$423K 0.07%
4,279
-122
130
$416K 0.07%
3,716
-549
131
$412K 0.07%
4,685
132
$409K 0.07%
19,503
+50
133
$408K 0.07%
6,152
134
$406K 0.07%
1,665
-87
135
$404K 0.07%
3,315
-588
136
$403K 0.07%
4,320
+500
137
$391K 0.07%
8,771
+4,037
138
$364K 0.06%
3,711
+620
139
$363K 0.06%
1,306
+13
140
$363K 0.06%
18,332
141
$359K 0.06%
2,571
+97
142
$353K 0.06%
15,536
+1,755
143
$348K 0.06%
7,935
144
$346K 0.06%
14,682
+300
145
$344K 0.06%
4,396
-909
146
$339K 0.06%
2,979
-546
147
$335K 0.06%
+13,240
148
$331K 0.06%
2,851
+120
149
$327K 0.06%
22,336
+8,450
150
$322K 0.05%
16,888
-20,207
4 5
6
7 8