CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.21M
3
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

1
+$2.03M
2
+$1.4M
3
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$469K 0.07%
6,447
+7
127
$465K 0.07%
30,908
+836
128
$456K 0.07%
3,029
-1,417
129
$449K 0.07%
15,287
+140
130
$439K 0.07%
4,685
131
$438K 0.07%
6,152
132
$438K 0.07%
8,801
+30
133
$418K 0.07%
1,846
+135
134
$417K 0.07%
20,081
+578
135
$416K 0.07%
3,239
+388
136
$415K 0.06%
3,746
+30
137
$392K 0.06%
1,308
+2
138
$390K 0.06%
+3,519
139
$388K 0.06%
549
+99
140
$381K 0.06%
4,180
-216
141
$380K 0.06%
1,960
+47
142
$373K 0.06%
1,639
-26
143
$372K 0.06%
19,632
+1,300
144
$372K 0.06%
16,609
+1,073
145
$365K 0.06%
7,935
146
$364K 0.06%
1,236
+425
147
$364K 0.06%
+1,770
148
$364K 0.06%
+1,640
149
$357K 0.06%
5,941
+36
150
$354K 0.06%
2,997
-318
4 5
6
7 8