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
$594M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$28M
3
+$24.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.1M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$11.1M

Top Sells

1
+$21.8M
2
+$20.5M
3
+$11.6M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$10.1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$6.77M

Sector Composition

1 Technology 9.8%
2 Industrials 8.45%
3 Financials 7.22%
4 Consumer Staples 5.26%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$320K 0.05%
1,848
-75
152
$319K 0.05%
5,905
-1,626
153
$308K 0.05%
7,117
-2,207
154
$308K 0.05%
13,946
-4,454
155
$307K 0.05%
1,584
+102
156
$304K 0.05%
2,462
+25
157
$303K 0.05%
651
+90
158
$297K 0.05%
6,221
159
$294K 0.05%
4,734
+27
160
$293K 0.05%
13,097
-21
161
$293K 0.05%
2,207
+132
162
$292K 0.05%
1,342
+107
163
$290K 0.05%
7,862
-1,705
164
$285K 0.05%
4,672
+322
165
$284K 0.05%
1,711
-39
166
$284K 0.05%
2,142
-161
167
$272K 0.05%
14,620
+46
168
$270K 0.05%
9,541
-4,687
169
$265K 0.04%
+1,326
170
$262K 0.04%
824
171
$255K 0.04%
1,900
-104
172
$254K 0.04%
4,268
+15
173
$254K 0.04%
26,511
+1,974
174
$252K 0.04%
17,458
175
$251K 0.04%
2,797
+167
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7
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