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
1
$46.2M 8.18%
87,584
-164
2
$43.6M 7.72%
320,047
-1,168
3
$33M 5.84%
554,282
-19,930
4
$31.2M 5.52%
173,786
-2,371
5
$29.8M 5.27%
127,892
-3,816
6
$28.5M 5.04%
261,308
-960
7
$24.8M 4.38%
122,171
-1,225
8
$19.4M 3.43%
161,816
+2,696
9
$17.3M 3.07%
40,309
+71
10
$14.7M 2.6%
182,155
+124,477
11
$11.8M 2.09%
230,253
-10,608
12
$11.4M 2.02%
224,308
-14,166
13
$11.2M 1.98%
95,539
+744
14
$10.8M 1.91%
57,993
+3,203
15
$9.35M 1.66%
23,082
+13
16
$9.07M 1.61%
244,025
-117,781
17
$8.64M 1.53%
191,006
+1,443
18
$7.91M 1.4%
28,759
-472
19
$7.5M 1.33%
26,487
+18
20
$7.06M 1.25%
149,756
+7,284
21
$6.61M 1.17%
58,550
+853
22
$6.49M 1.15%
13,149
+13
23
$5.79M 1.03%
27,910
-123
24
$5.43M 0.96%
74,716
+1,763
25
$4.68M 0.83%
27,986
-54
1
2 3 4 5