CG

CFO4Life Group Portfolio holdings

AUM $640M
1-Year Est. Return 13.06%
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$13M
3
+$9.07M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.27M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.41M

Top Sells

1
+$25.4M
2
+$12.9M
3
+$11.7M
4
FVAL icon
Fidelity Value Factor ETF
FVAL
+$8.67M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$8.02M

Sector Composition

1 Industrials 17.74%
2 Technology 9.99%
3 Consumer Staples 8.76%
4 Financials 6.04%
5 Consumer Discretionary 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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