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
$551M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.49M
3
+$2.38M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.06M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.38M

Top Sells

1
+$9.79M
2
+$5.35M
3
+$4.51M
4
AYX
Alteryx Inc
AYX
+$1.82M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$1.41M

Sector Composition

1 Industrials 12.36%
2 Technology 9.81%
3 Financials 6.06%
4 Consumer Staples 5.2%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$211K 0.04%
+1,018
177
$205K 0.04%
+5,271
178
$205K 0.04%
+6,237
179
$205K 0.04%
+2,097
180
$204K 0.04%
+994
181
$201K 0.04%
+5,655
182
$196K 0.04%
+38,575
183
$195K 0.04%
13,005
+65
184
$193K 0.04%
+10,000
185
$184K 0.03%
12,000
186
$182K 0.03%
10,957
+216
187
$175K 0.03%
11,715
+299
188
$168K 0.03%
11,305
189
$123K 0.02%
+11,206
190
$123K 0.02%
14,941
+2,920
191
$108K 0.02%
10,305
192
$105K 0.02%
+10,370
193
$99.9K 0.02%
14,500
194
$99.7K 0.02%
38,478
195
$94.8K 0.02%
10,000
196
$74.5K 0.01%
10,000
197
$73.7K 0.01%
+15,677
198
$54.4K 0.01%
10,240
199
$29.3K 0.01%
+12,218
200
$22.6K ﹤0.01%
+17,015
5 6 7
8
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