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
51
$341K 0.28%
+9,734
52
$329K 0.27%
+1,783
53
$323K 0.27%
+10,872
54
$319K 0.26%
+3,051
55
$297K 0.25%
+4,894
56
$292K 0.24%
+21,204
57
$282K 0.23%
+3,351
58
$281K 0.23%
+7,766
59
$280K 0.23%
+6,621
60
$279K 0.23%
+3,045
61
$266K 0.22%
+2,122
62
$257K 0.21%
+4,949
63
$257K 0.21%
+9,187
64
$251K 0.21%
+6,110
65
$248K 0.2%
+4,580
66
$243K 0.2%
+8,481
67
$239K 0.2%
+66,500
68
$232K 0.19%
+24,322
69
$231K 0.19%
+2,840
70
$225K 0.19%
+4,874
71
$215K 0.18%
+2,257
72
$213K 0.18%
+15,000
73
$207K 0.17%
+2,649
74
$204K 0.17%
+4,356
75
$168K 0.14%
+17,713
1 2
3
4