CG

CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.49M
3
+$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$973K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$919K

Top Sells

1
+$983K
2
+$833K
3
+$707K
4
AEE icon
Ameren
AEE
+$547K
5
DAR icon
Darling Ingredients
DAR
+$370K

Sector Composition

1 Technology 12.01%
2 Industrials 6.36%
3 Financials 6.32%
4 Consumer Staples 4.75%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$507K 0.07%
1,669
+34
127
$506K 0.07%
6,884
+437
128
$498K 0.07%
2,392
-2
129
$478K 0.07%
8,001
+85
130
$474K 0.07%
+14,261
131
$464K 0.07%
4,685
132
$464K 0.07%
8,848
+47
133
$458K 0.07%
3,326
+87
134
$454K 0.07%
570
+21
135
$453K 0.07%
31,813
+905
136
$451K 0.07%
6,937
+2,116
137
$451K 0.07%
6,152
138
$431K 0.06%
15,238
-49
139
$431K 0.06%
2,662
+370
140
$421K 0.06%
1,675
+35
141
$420K 0.06%
3,780
+34
142
$410K 0.06%
1,313
+5
143
$394K 0.06%
5,978
+37
144
$394K 0.06%
1,669
+30
145
$393K 0.06%
1,820
-456
146
$390K 0.06%
1,382
+146
147
$389K 0.06%
19,632
148
$387K 0.06%
1,287
+47
149
$383K 0.06%
4,014
-166
150
$378K 0.05%
7,935
4 5
6
7 8