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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
$532M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$928K
2
+$846K
3
+$763K
4
SNX icon
TD Synnex
SNX
+$724K
5
NEE icon
NextEra Energy
NEE
+$707K

Top Sells

1
+$24.3M
2
+$1.5M
3
+$1.03M
4
IR icon
Ingersoll Rand
IR
+$887K
5
GWW icon
W.W. Grainger
GWW
+$881K

Sector Composition

1 Technology 11.76%
2 Industrials 11.41%
3 Financials 6.18%
4 Consumer Staples 4.82%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$76.7K 0.01%
17,015
202
$67.4K 0.01%
15,647
-30
203
– –
-5,655
204
– –
-866
205
– –
-1,824
206
– –
-9,346
207
– –
-3,368
208
– –
-4,300
209
– –
-1,185
210
– –
-12,218
211
– –
-3,430
212
– –
-2,097
213
– –
-10,240
214
– –
-7,600
215
– –
-5,202
216
– –
-11,206
5 6 7 8
9