C

CFO4Life Portfolio holdings

AUM $471M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$17.5M
3
+$9.1M
4
ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
+$6.05M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 31.96%
2 Financials 7.29%
3 Technology 5.89%
4 Healthcare 2.98%
5 Energy 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$821K 0.68%
+58,375
27
$813K 0.67%
+7,972
28
$788K 0.65%
+8,284
29
$744K 0.61%
+47,695
30
$736K 0.61%
+22,910
31
$698K 0.58%
+25,090
32
$664K 0.55%
+11,108
33
$587K 0.48%
+18,559
34
$581K 0.48%
+4,852
35
$525K 0.43%
+5,993
36
$521K 0.43%
+5,017
37
$516K 0.43%
+3,238
38
$512K 0.42%
+17,526
39
$506K 0.42%
+30,344
40
$505K 0.42%
+12,851
41
$476K 0.39%
+9,670
42
$464K 0.38%
+4,732
43
$447K 0.37%
+4,559
44
$434K 0.36%
+2,442
45
$417K 0.34%
+9,862
46
$396K 0.33%
+40
47
$386K 0.32%
+3,437
48
$377K 0.31%
+7,682
49
$374K 0.31%
+9,398
50
$359K 0.3%
+12,506
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