C

CFO4Life Portfolio holdings

AUM $471M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$55.3M
2 +$42.1M
3 +$32.9M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$25.8M
5
AAPL icon
Apple
AAPL
+$19.9M

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%