CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.21M
3
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

1
+$2.03M
2
+$1.4M
3
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$348K 0.05%
10,856
-23,836
152
$342K 0.05%
19,338
-1,662
153
$341K 0.05%
13,954
+8
154
$337K 0.05%
1,856
+8
155
$337K 0.05%
6,766
+2,071
156
$334K 0.05%
1,633
+49
157
$329K 0.05%
4,758
+24
158
$325K 0.05%
+2,292
159
$322K 0.05%
22,444
+108
160
$319K 0.05%
1,240
-86
161
$318K 0.05%
16,888
162
$316K 0.05%
7,222
+105
163
$313K 0.05%
2,300
+93
164
$311K 0.05%
2,564
-415
165
$311K 0.05%
395
+22
166
$308K 0.05%
14,682
167
$308K 0.05%
2,111
-31
168
$306K 0.05%
653
+2
169
$301K 0.05%
1,360
+18
170
$300K 0.05%
3,274
-437
171
$299K 0.05%
13,220
+123
172
$299K 0.05%
+2,439
173
$295K 0.05%
4,821
+16
174
$291K 0.05%
+3,099
175
$286K 0.04%
3,889
-2,400
5 6
7
8 9