CG
CFO4Life Group Portfolio holdings
AUM
$640M
This Quarter Return
+9.58%
1 Year Return
+13.06%
3 Year Return
+41.8%
5 Year Return
+92.67%
10 Year Return
–
AUM
$484M
AUM Growth
+$484M
(+13%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
60.38%
Holding
167
New
25
Increased
85
Reduced
34
Closed
13
Top Buys
Top Sells
| 1 |
Lennox International
LII
|
$1.21M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.03M |
| 3 |
Charles River Laboratories
CRL
|
$939K |
| 4 |
Garmin
GRMN
|
$745K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$680K |
Sector Composition
| 1 | Industrials | 17.89% |
| 2 | Technology | 10.81% |
| 3 | Consumer Staples | 8.27% |
| 4 | Financials | 6.07% |
| 5 | Consumer Discretionary | 4.54% |
