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
$402M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.1M
3
+$11.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.71M
5
DAR icon
Darling Ingredients
DAR
+$3.73M

Top Sells

1
+$12.2M
2
+$7.32M
3
+$4.33M
4
TDSD
Cabana Target Drawdown 13 ETF
TDSD
+$1.36M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$1M

Sector Composition

1 Industrials 18.31%
2 Consumer Staples 10.64%
3 Technology 9.38%
4 Financials 5.82%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,137
152
– –
-2,418
153
– –
-10,342
154
– –
-12,549
155
– –
-17,982
156
– –
-4,245
157
– –
-54,751
3 4 5 6
7