CG

CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.49M
3
+$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$973K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$919K

Top Sells

1
+$983K
2
+$833K
3
+$707K
4
AEE icon
Ameren
AEE
+$547K
5
DAR icon
Darling Ingredients
DAR
+$370K

Sector Composition

1 Technology 12.01%
2 Industrials 6.36%
3 Financials 6.32%
4 Consumer Staples 4.75%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$369K 0.05%
2,979
-18
152
$368K 0.05%
13,962
+8
153
$364K 0.05%
2,172
+61
154
$358K 0.05%
1,945
+175
155
$354K 0.05%
1,864
+8
156
$353K 0.05%
2,493
+54
157
$353K 0.05%
1,635
+2
158
$351K 0.05%
4,781
+23
159
$347K 0.05%
1,770
-190
160
$332K 0.05%
6,366
-400
161
$329K 0.05%
7,079
-143
162
$328K 0.05%
16,888
163
$326K 0.05%
2,394
+19
164
$319K 0.05%
19,471
+133
165
$318K 0.05%
669
+16
166
$312K 0.05%
2,550
-14
167
$309K 0.04%
20,676
+595
168
$306K 0.04%
+2,288
169
$306K 0.04%
2,288
-12
170
$302K 0.04%
4,323
+804
171
$298K 0.04%
13,379
+159
172
$292K 0.04%
611
+25
173
$289K 0.04%
1,413
-36
174
$288K 0.04%
22,546
+102
175
$287K 0.04%
1,685
+15
5 6
7
8 9