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
$551M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.49M
3
+$2.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.06M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.38M

Top Sells

1
+$9.79M
2
+$5.35M
3
+$4.51M
4
AYX
Alteryx Inc
AYX
+$1.82M
5
UCON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$292K 0.05%
4,848
+154
152
$291K 0.05%
696
+13
153
$288K 0.05%
1,185
+116
154
$288K 0.05%
18,738
+2,511
155
$271K 0.05%
2,200
156
$270K 0.05%
12,457
+140
157
$269K 0.05%
2,950
158
$269K 0.05%
4,712
-1,277
159
$264K 0.05%
14,381
+830
160
$259K 0.05%
1,343
+33
161
$255K 0.05%
3,605
+21
162
$254K 0.05%
35,800
+10,000
163
$247K 0.04%
824
164
$235K 0.04%
+5,489
165
$235K 0.04%
+3,935
166
$234K 0.04%
+402
167
$234K 0.04%
28,309
+458
168
$234K 0.04%
1,279
+3
169
$233K 0.04%
+4,300
170
$230K 0.04%
2,512
-184
171
$229K 0.04%
1,100
-38
172
$227K 0.04%
14,434
-1,214
173
$221K 0.04%
1,119
+57
174
$219K 0.04%
49,100
175
$213K 0.04%
+889
5 6
7
8 9