CG

CFO4Life Group Portfolio holdings

AUM $656M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$688M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.49M
3
+$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$973K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$919K

Top Sells

1
+$983K
2
+$833K
3
+$707K
4
AEE icon
Ameren
AEE
+$547K
5
DAR icon
Darling Ingredients
DAR
+$370K

Sector Composition

1 Technology 12.01%
2 Industrials 6.36%
3 Financials 6.32%
4 Consumer Staples 4.75%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$285K 0.04%
3,961
177
$285K 0.04%
4,132
+14
178
$278K 0.04%
10,201
+1
179
$275K 0.04%
8,709
+64
180
$274K 0.04%
3,233
-41
181
$272K 0.04%
3,663
-226
182
$271K 0.04%
4,715
+40
183
$270K 0.04%
1,900
184
$269K 0.04%
6,552
+42
185
$269K 0.04%
9,511
186
$268K 0.04%
1,688
+58
187
$266K 0.04%
390
-5
188
$266K 0.04%
1,888
189
$260K 0.04%
845
190
$260K 0.04%
336
+8
191
$259K 0.04%
1,346
-14
192
$256K 0.04%
26,129
-38
193
$255K 0.04%
5,375
194
$254K 0.04%
5,908
195
$252K 0.04%
17,458
196
$251K 0.04%
2,653
+102
197
$251K 0.04%
14,635
+8
198
$249K 0.04%
14,682
199
$246K 0.04%
1,073
+21
200
$239K 0.03%
6,744
+5
6 7
8
9 10