CG

CFO4Life Group Portfolio holdings

AUM $702M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$640M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.21M
3
+$2.07M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.05M

Top Sells

1
+$2.03M
2
+$1.4M
3
+$874K
4
APP icon
Applovin
APP
+$778K
5
BKNG icon
Booking.com
BKNG
+$758K

Sector Composition

1 Technology 10.71%
2 Industrials 7.59%
3 Financials 6.73%
4 Consumer Staples 5.27%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.04%
1,314
-1,593
177
$283K 0.04%
2,375
-87
178
$271K 0.04%
9,511
-30
179
$265K 0.04%
+1,449
180
$265K 0.04%
+8,645
181
$265K 0.04%
14,627
+7
182
$263K 0.04%
4,118
-150
183
$259K 0.04%
1,052
+16
184
$258K 0.04%
3,961
185
$254K 0.04%
4,675
+53
186
$253K 0.04%
6,510
+59
187
$253K 0.04%
1,134
+90
188
$252K 0.04%
1,900
189
$251K 0.04%
462
+26
190
$251K 0.04%
5,375
-846
191
$249K 0.04%
+10,200
192
$243K 0.04%
17,458
193
$241K 0.04%
845
194
$240K 0.04%
26,167
-344
195
$240K 0.04%
328
-8
196
$239K 0.04%
1,888
-462
197
$239K 0.04%
6,683
-1,179
198
$236K 0.04%
5,908
+32
199
$234K 0.04%
2,551
+159
200
$231K 0.04%
659
-165
6 7
8
9 10