CG
CFO4Life Group Portfolio holdings
AUM
$640M
This Quarter Return
+6.09%
1 Year Return
+13.06%
3 Year Return
+41.8%
5 Year Return
+92.67%
10 Year Return
–
AUM
$551M
AUM Growth
+$551M
(+5.2%)
Cap. Flow
+$4.43M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
52.32%
Holding
210
New
27
Increased
82
Reduced
72
Closed
10
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12.2M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
$2.49M |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$2.38M |
| 4 |
Walmart
WMT
|
$2.25M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.06M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$9.79M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$5.35M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$4.51M |
| 4 |
AYX
Alteryx, Inc.
AYX
|
$1.82M |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$1.41M |
Sector Composition
| 1 | Industrials | 12.36% |
| 2 | Technology | 9.81% |
| 3 | Financials | 6.06% |
| 4 | Consumer Staples | 5.2% |
| 5 | Consumer Discretionary | 4.02% |
