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

Top Buys

1
+$25.8M
2
+$11.1M
3
+$8.69M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.18M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.48M

Top Sells

1
+$11.2M
2
+$8.43M
3
+$7.18M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.54M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.32M

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%
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