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
$466M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$936K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$935K
5
PH icon
Parker-Hannifin
PH
+$752K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$742K
4
DVN icon
Devon Energy
DVN
+$648K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$563K

Sector Composition

1 Industrials 16.33%
2 Technology 11.34%
3 Consumer Staples 9.17%
4 Financials 6.01%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.04%
+1,224
152
$206K 0.04%
1,269
-64
153
$204K 0.04%
+1,061
154
$203K 0.04%
+2,548
155
$203K 0.04%
+8,025
156
$202K 0.04%
+626
157
$179K 0.04%
14,105
+5
158
$177K 0.04%
13,148
-5,177
159
$171K 0.04%
49,100
+32,100
160
$171K 0.04%
+12,000
161
$169K 0.04%
11,383
+166
162
$158K 0.03%
11,305
163
$158K 0.03%
12,803
+63
164
$143K 0.03%
10,986
165
$140K 0.03%
10,118
-2,265
166
$137K 0.03%
14,828
+429
167
$135K 0.03%
+18,460
168
$120K 0.03%
11,855
+49
169
$118K 0.03%
+10,000
170
$102K 0.02%
46,300
+807
171
$102K 0.02%
10,000
172
$100K 0.02%
+15,000
173
$97.6K 0.02%
+14,500
174
$95.9K 0.02%
11,664
+246
175
$86.4K 0.02%
+11,096
4 5 6
7
8