C
CFO4Life Portfolio holdings
AUM
$471M
This Quarter Return
+6.53%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$471M
AUM Growth
–
Cap. Flow
+$471M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.52%
Holding
176
New
176
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
$55.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$41.9M |
| 3 |
Darling Ingredients
DAR
|
$29.2M |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$26M |
| 5 |
Apple
AAPL
|
$18.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 14.87% |
| 2 | Consumer Staples | 8.56% |
| 3 | Technology | 7.48% |
| 4 | Financials | 5.67% |
| 5 | Consumer Discretionary | 3.16% |
