CG

CFO4Life Group Portfolio holdings

AUM $640M
1-Year Est. Return 13.06%
This Quarter Est. Return
1 Year Est. Return
+13.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$565M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.26M
3
+$1.59M
4
SLB icon
SLB Limited
SLB
+$706K
5
UHS icon
Universal Health Services
UHS
+$680K

Top Sells

1
+$4.38M
2
+$1.19M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$889K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$837K

Sector Composition

1 Technology 11.22%
2 Industrials 10.82%
3 Financials 6.4%
4 Consumer Staples 5.8%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$201K 0.04%
79,840
+20,000
202
$201K 0.04%
13,793
-3,526
203
$201K 0.04%
+1,942
204
$194K 0.03%
13,146
+72
205
$188K 0.03%
10,181
+168
206
$181K 0.03%
12,000
207
$178K 0.03%
18,075
+2,685
208
$176K 0.03%
11,646
+246
209
$170K 0.03%
12,338
+321
210
$163K 0.03%
11,305
211
$154K 0.03%
14,731
+68
212
$140K 0.02%
10,305
213
$135K 0.02%
15,550
+301
214
$114K 0.02%
17,015
215
$114K 0.02%
36,407
-3,271
216
$99.4K 0.02%
+10,623
217
$98K 0.02%
14,000
218
$96.1K 0.02%
13,610
+2,110
219
$82.1K 0.01%
14,031
-1,616
220
$81.2K 0.01%
14,500
221
– –
-4,816
222
– –
-16,187
223
– –
-10,740
224
– –
-1,957
225
– –
-6,131
6 7 8
9
10