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
$376M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Sells

1 +$86.6M
2 +$51.8M
3 +$6.77M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$6.43M
5
SBNY
Signature Bank
SBNY
+$648K

Sector Composition

1 Industrials 17.11%
2 Consumer Staples 11.03%
3 Technology 9.7%
4 Financials 6.29%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$83K 0.02%
10,919
-1,372
152
$82K 0.02%
+13,000
153
$75K 0.02%
41,714
+344
154
$5K ﹤0.01%
661
155
-2,065
156
-965
157
-67,539
158
-7,147
159
-6,317
160
-144,698
161
-6,829
162
-2,297
163
-2,150
164
-1,347
165
-3,303
166
-18,416