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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
$433M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.21M
3
+$933K
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$825K
5
CRM icon
Salesforce
CRM
+$744K

Top Sells

1
+$7M
2
+$2.44M
3
+$825K
4
AYX
Alteryx Inc
AYX
+$644K
5
ADI icon
Analog Devices
ADI
+$631K

Sector Composition

1 Industrials 15.01%
2 Technology 11.19%
3 Consumer Staples 7.02%
4 Financials 6.32%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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177
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187
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