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 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
76
$166K 0.14%
+52
77
$139K 0.11%
+20,657
78
$106K 0.09%
+13,087
79
$20K 0.02%
+1,500