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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
$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
176
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-1,061
177
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-4,605
178
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-1,224
179
– –
-626
180
– –
-1,093
181
– –
-2,548
182
– –
-1,269
183
– –
-9,369
184
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-11,383
185
– –
-1,794
186
– –
-1,582
187
– –
-12,402
4 5 6 7
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