CG
CFO4Life Group Portfolio holdings
AUM
$640M
This Quarter Return
+2.4%
1 Year Return
+13.06%
3 Year Return
+41.8%
5 Year Return
+92.67%
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.66%
Holding
95
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
$32.7M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$6.76M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.9M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$5.15M |
| 5 |
Lennox International
LII
|
$3.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 36.4% |
| 2 | Technology | 5.71% |
| 3 | Financials | 5.08% |
| 4 | Consumer Staples | 4.28% |
| 5 | Healthcare | 4.23% |
