CG

CFO4Life Group Portfolio holdings

AUM $640M
1-Year Est. Return 13.06%
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.43M
3
+$4.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.95M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Top Sells

1
+$11.5M
2
+$4.14M
3
+$647K
4
FNF icon
Fidelity National Financial
FNF
+$630K
5
CBRE icon
CBRE Group
CBRE
+$627K

Sector Composition

1 Industrials 17.43%
2 Technology 9.67%
3 Consumer Staples 9.39%
4 Financials 5.95%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-7,320
152
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-1,557
153
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154
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155
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-4,731
156
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-4,632
157
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-4,637
158
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-13,406
159
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-2,950
160
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-1,041
161
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-2,645
162
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163
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164
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-5,538
165
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-4,605
166
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-6,850
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