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
201
$230K 0.04%
+1,630
202
$227K 0.04%
+586
203
$225K 0.04%
20,025
+2,305
204
$224K 0.04%
1,670
+90
205
$224K 0.04%
+962
206
$220K 0.03%
+6,739
207
$219K 0.03%
38,800
208
$219K 0.03%
24,614
+528
209
$218K 0.03%
+9,100
210
$212K 0.03%
+565
211
$211K 0.03%
774
-92
212
$209K 0.03%
+3,295
213
$206K 0.03%
19,015
214
$205K 0.03%
2,250
-700
215
$194K 0.03%
12,000
216
$182K 0.03%
12,451
+275
217
$180K 0.03%
23,475
218
$143K 0.02%
118,940
219
$134K 0.02%
31,519
+5,163
220
$132K 0.02%
11,743
+298
221
$124K 0.02%
14,614
+4,182
222
$120K 0.02%
13,908
+327
223
$114K 0.02%
10,305
224
$95.4K 0.01%
13,610
225
$81.1K 0.01%
17,000
6 7 8
9
10