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
$471M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.4M
3
+$8.67M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.42M

Top Sells

1
+$11.4M
2
+$8.39M
3
+$7.15M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.56M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.33M

Sector Composition

1 Industrials 14.87%
2 Consumer Staples 8.56%
3 Technology 7.48%
4 Financials 5.67%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.72K ﹤0.01%
661
177
– –
-598
178
– –
-17,001
179
– –
-11,256
180
– –
-30,000
181
– –
-10,900
182
– –
-14,000
183
– –
-10,000
184
– –
-5,255
185
– –
-104,200
186
– –
-15,979
187
– –
-13,300
188
– –
-14,489
189
– –
-10,000
190
– –
-13,000
191
– –
-2,256
192
– –
-10,000
193
– –
-2,668
194
– –
-10,000
195
– –
-10,000
4 5 6 7
8