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
$524M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.6M
3
+$9.36M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$9.09M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$6.7M

Top Sells

1
+$9.47M
2
+$836K
3
+$783K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$731K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$700K

Sector Composition

1 Industrials 12.93%
2 Technology 10.59%
3 Financials 5.65%
4 Consumer Staples 5.55%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.05%
3,584
-824
152
$249K 0.05%
+1,751
153
$242K 0.05%
2,932
-555
154
$239K 0.05%
13,551
+9
155
$235K 0.04%
2,271
-86
156
$234K 0.04%
2,950
157
$229K 0.04%
+1,062
158
$229K 0.04%
+3,809
159
$226K 0.04%
765
-15
160
$226K 0.04%
+824
161
$223K 0.04%
16,227
-1,416
162
$220K 0.04%
+1,069
163
$219K 0.04%
+1,138
164
$218K 0.04%
+1,276
165
$216K 0.04%
+2,548
166
$216K 0.04%
15,648
+5
167
$214K 0.04%
27,851
+775
168
$201K 0.04%
+1,827
169
$184K 0.04%
25,800
+10,800
170
$184K 0.04%
49,100
171
$180K 0.03%
12,000
172
$176K 0.03%
12,940
+71
173
$167K 0.03%
11,416
+325
174
$162K 0.03%
10,741
-2,388
175
$150K 0.03%
11,305
4 5 6
7
8