CG

CFO4Life Group Portfolio holdings

AUM $688M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.7M
3
+$3.68M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.38M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$907K

Top Sells

1
+$5.01M
2
+$4.72M
3
+$3.33M
4
BND icon
Vanguard Total Bond Market
BND
+$1.98M
5
DELL icon
Dell
DELL
+$1.01M

Sector Composition

1 Technology 11.7%
2 Industrials 9.98%
3 Financials 6.87%
4 Consumer Staples 5.7%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$250K 0.04%
1,106
+115
177
$249K 0.04%
+235
178
$247K 0.04%
1,394
+26
179
$246K 0.04%
4,350
-38
180
$236K 0.04%
3,960
+14
181
$236K 0.04%
9,568
-11,656
182
$235K 0.04%
1,025
+18
183
$235K 0.04%
561
+43
184
$235K 0.04%
2,075
+193
185
$233K 0.04%
5,360
-48
186
$232K 0.04%
4,734
187
$228K 0.04%
845
188
$227K 0.04%
1,235
+29
189
$226K 0.04%
24,537
+9,806
190
$224K 0.04%
431
+17
191
$221K 0.04%
+2,990
192
$221K 0.04%
519
+1
193
$217K 0.04%
+416
194
$217K 0.04%
+345
195
$216K 0.04%
+1,073
196
$210K 0.04%
13,886
+93
197
$208K 0.04%
23,475
+5,400
198
$204K 0.04%
+6,500
199
$202K 0.04%
6,400
+65
200
$202K 0.04%
+9,100
6 7
8
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