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
$565M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.26M
3
+$1.59M
4
SLB icon
SLB Limited
SLB
+$706K
5
UHS icon
Universal Health Services
UHS
+$680K

Top Sells

1
+$4.38M
2
+$1.19M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$889K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$837K

Sector Composition

1 Technology 11.22%
2 Industrials 10.82%
3 Financials 6.4%
4 Consumer Staples 5.8%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$248K 0.04%
1,100
-585
177
$247K 0.04%
518
+15
178
$246K 0.04%
+1,035
179
$244K 0.04%
35,800
180
$240K 0.04%
3,946
181
$235K 0.04%
+3,703
182
$234K 0.04%
14,567
+129
183
$231K 0.04%
5,408
+33
184
$227K 0.04%
+4,388
185
$227K 0.04%
+4,734
186
$225K 0.04%
1,443
-146
187
$223K 0.04%
6,335
+45
188
$222K 0.04%
845
189
$222K 0.04%
19,779
+62
190
$222K 0.04%
+1,164
191
$221K 0.04%
285
+11
192
$220K 0.04%
10,860
+860
193
$219K 0.04%
+518
194
$215K 0.04%
+1,882
195
$212K 0.04%
+1,122
196
$209K 0.04%
403
+2
197
$208K 0.04%
1,368
-21
198
$208K 0.04%
+1,010
199
$207K 0.04%
+1,230
200
$205K 0.04%
991
-79
6 7
8
9 10