CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.7M
3
+$3.68M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.38M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$907K

Top Sells

1
+$5.01M
2
+$4.72M
3
+$3.33M
4
BND icon
Vanguard Total Bond Market
BND
+$1.98M
5
DELL icon
Dell
DELL
+$1.01M

Sector Composition

1 Technology 11.7%
2 Industrials 9.98%
3 Financials 6.87%
4 Consumer Staples 5.7%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$313K 0.06%
+2,479
152
$308K 0.05%
3,811
+83
153
$303K 0.05%
17,402
-2,377
154
$300K 0.05%
6,221
-4,067
155
$297K 0.05%
1,022
+38
156
$295K 0.05%
814
-3
157
$291K 0.05%
1,293
+87
158
$290K 0.05%
1,482
+5
159
$285K 0.05%
14,574
+7
160
$282K 0.05%
3,091
+81
161
$281K 0.05%
3,519
-112
162
$278K 0.05%
2,437
-53
163
$277K 0.05%
4,707
-132
164
$276K 0.05%
13,781
-527
165
$275K 0.05%
824
166
$272K 0.05%
3,403
-95
167
$269K 0.05%
2,960
+10
168
$267K 0.05%
2,303
+8
169
$263K 0.05%
2,004
-280
170
$262K 0.05%
2,630
-179
171
$262K 0.05%
4,253
-352
172
$258K 0.05%
+772
173
$258K 0.05%
38,800
+3,000
174
$256K 0.04%
1,100
175
$251K 0.04%
17,458
+6,153
5 6
7
8 9