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
$594M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$28M
3
+$24.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.1M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$11.1M

Top Sells

1
+$21.8M
2
+$20.5M
3
+$11.6M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$10.1M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$6.77M

Sector Composition

1 Technology 9.8%
2 Industrials 8.45%
3 Financials 7.22%
4 Consumer Staples 5.26%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$251K 0.04%
1,036
-37
177
$247K 0.04%
+14,712
178
$246K 0.04%
450
-200
179
$246K 0.04%
2,950
-10
180
$243K 0.04%
1,175
+75
181
$242K 0.04%
1,418
+24
182
$239K 0.04%
4,622
-2,709
183
$232K 0.04%
866
+94
184
$229K 0.04%
38,800
185
$229K 0.04%
373
+28
186
$228K 0.04%
3,961
+1
187
$226K 0.04%
+336
188
$225K 0.04%
4,805
+1,016
189
$225K 0.04%
+1,913
190
$221K 0.04%
749
-273
191
$220K 0.04%
+2,392
192
$219K 0.04%
+4,695
193
$218K 0.04%
2,430
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194
$217K 0.04%
845
195
$216K 0.04%
6,451
+51
196
$216K 0.04%
436
+20
197
$215K 0.04%
+1,044
198
$213K 0.04%
429
-2
199
$212K 0.04%
+5,876
200
$209K 0.04%
+1,580
6 7
8
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