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
$565M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.26M
3
+$1.59M
4
SLB icon
SLB Limited
SLB
+$706K
5
UHS icon
Universal Health Services
UHS
+$680K

Top Sells

1
+$4.38M
2
+$1.19M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$889K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$837K

Sector Composition

1 Technology 11.22%
2 Industrials 10.82%
3 Financials 6.4%
4 Consumer Staples 5.8%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$320K 0.06%
817
-73
152
$319K 0.06%
2,809
-75
153
$317K 0.06%
1,486
154
$316K 0.06%
+1,199
155
$316K 0.06%
3,631
-94
156
$315K 0.06%
3,498
+23
157
$313K 0.06%
4,839
+40
158
$312K 0.06%
3,728
-290
159
$311K 0.06%
628
-97
160
$309K 0.05%
2,284
+84
161
$293K 0.05%
3,010
+394
162
$293K 0.05%
984
+112
163
$293K 0.05%
1,477
+2
164
$284K 0.05%
+1,636
165
$280K 0.05%
1,206
+16
166
$280K 0.05%
1,007
+33
167
$279K 0.05%
4,605
-76
168
$278K 0.05%
+2,295
169
$271K 0.05%
+1,206
170
$271K 0.05%
2,950
171
$269K 0.05%
824
172
$261K 0.05%
+7,017
173
$256K 0.05%
414
-2
174
$253K 0.04%
+6,764
175
$253K 0.04%
29,219
+449
5 6
7
8 9