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
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.53M
3
+$1.7M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$621K
5
FDX icon
FedEx
FDX
+$520K

Top Sells

1
+$4.52M
2
+$2.55M
3
+$1.56M
4
XHR
Xenia Hotels & Resorts
XHR
+$652K
5
ABBV icon
AbbVie
ABBV
+$518K

Sector Composition

1 Industrials 34.69%
2 Financials 5.2%
3 Technology 4.65%
4 Consumer Staples 3.78%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$421K 0.35%
3,657
-196
52
$417K 0.34%
7,483
+537
53
$414K 0.34%
+7,946
54
$410K 0.34%
7,956
-511
55
$393K 0.32%
13,902
-1,426
56
$385K 0.32%
1,927
-90
57
$380K 0.31%
5,022
-802
58
$372K 0.31%
28,126
+339
59
$359K 0.3%
1,266
-72
60
$351K 0.29%
+4,675
61
$348K 0.29%
4,907
-661
62
$341K 0.28%
7,439
-1,654
63
$329K 0.27%
66,500
64
$322K 0.27%
6,023
-470
65
$318K 0.26%
4,102
+1,512
66
$312K 0.26%
4,388
-628
67
$310K 0.26%
+4,880
68
$305K 0.25%
4,842
+750
69
$303K 0.25%
2,904
+541
70
$301K 0.25%
2,554
-901
71
$287K 0.24%
+4,246
72
$287K 0.24%
3,132
+428
73
$287K 0.24%
4,170
+292
74
$284K 0.23%
3,601
-110
75
$282K 0.23%
3,128
+18
1 2
3
4