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
$471M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.4M
3
+$8.67M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.42M

Top Sells

1
+$11.4M
2
+$8.39M
3
+$7.15M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.33M

Sector Composition

1 Industrials 14.87%
2 Consumer Staples 8.56%
3 Technology 7.48%
4 Financials 5.67%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.05%
+988
152
$236K 0.05%
17,930
+388
153
$234K 0.05%
25,998
-735
154
$230K 0.05%
1,730
-60
155
$226K 0.05%
+6,465
156
$224K 0.05%
+5,677
157
$221K 0.05%
5,354
+107
158
$220K 0.05%
+17,285
159
$216K 0.05%
+5,024
160
$209K 0.04%
+2,075
161
$205K 0.04%
+1,183
162
$202K 0.04%
+1,330
163
$201K 0.04%
+2,950
164
$190K 0.04%
+22,145
165
$167K 0.04%
14,100
166
$167K 0.04%
12,680
+47
167
$157K 0.03%
11,453
-5,711
168
$137K 0.03%
11,052
+137
169
$128K 0.03%
10,310
170
$124K 0.03%
10,723
-10,757
171
$122K 0.03%
17,000
172
$114K 0.02%
+12,160
173
$105K 0.02%
10,240
174
$86.1K 0.02%
11,094
+175
175
$79K 0.02%
35,909
-5,805
4 5 6
7
8