CG
CFO4Life Group Portfolio holdings
AUM
$640M
This Quarter Return
-2.58%
1 Year Return
+13.06%
3 Year Return
+41.8%
5 Year Return
+92.67%
10 Year Return
–
AUM
$594M
AUM Growth
+$594M
(+4.4%)
Cap. Flow
+$44.9M
Cap. Flow
% of AUM
7.55%
Top 10 Holdings %
Top 10 Hldgs %
47.54%
Holding
243
New
24
Increased
81
Reduced
97
Closed
22
Top Buys
| 1 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$30.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$28M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$24.5M |
| 4 |
Vanguard Core Bond ETF
VCRB
|
$11.1M |
| 5 |
VictoryShares Free Cash Flow ETF
VFLO
|
$11.1M |
Top Sells
Sector Composition
| 1 | Technology | 9.8% |
| 2 | Industrials | 8.45% |
| 3 | Financials | 7.22% |
| 4 | Consumer Staples | 5.26% |
| 5 | Consumer Discretionary | 4.03% |
