C
CFO4Life Portfolio holdings
AUM
$471M
This Quarter Return
+0.18%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-0.15%)
Cap. Flow
+$444K
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
59.32%
Holding
90
New
5
Increased
49
Reduced
19
Closed
8
Top Buys
| 1 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
$649K |
| 2 |
Apple
AAPL
|
$484K |
| 3 |
ALTR
ALTERA CORP
ALTR
|
$475K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$402K |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$334K |
Top Sells
| 1 |
ARRS
ARRIS International plc Ordinary Shares
ARRS
|
$831K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$823K |
| 3 |
Micron Technology
MU
|
$642K |
| 4 |
ESV
Ensco Rowan plc
ESV
|
$459K |
| 5 |
WLL
Whiting Petroleum Corporation
WLL
|
$427K |
Sector Composition
| 1 | Industrials | 29.17% |
| 2 | Financials | 9.37% |
| 3 | Technology | 6.49% |
| 4 | Healthcare | 3.88% |
| 5 | Consumer Staples | 3.68% |
