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C
CFO4Life Portfolio holdings
AUM
$471M
This Fund
S&P 500
This Quarter
Est. Return
+6.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$471M
AUM Growth
–
Cap. Flow
+$475M
Cap. Flow
% of AUM
100.87%
Top 10 Holdings %
Top 10 Hldgs %
50.52%
Holding
176
New
176
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Parcel Service
UPS
|
+$55.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$42.1M |
| 3 |
Darling Ingredients
DAR
|
+$32.9M |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$25.8M |
| 5 |
Apple
AAPL
|
+$19.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 14.87% |
| 2 | Consumer Staples | 8.56% |
| 3 | Technology | 7.48% |
| 4 | Financials | 5.67% |
| 5 | Consumer Discretionary | 3.16% |
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FPCM
TC
SAS
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CFO4Life's Q4 2022 Portfolio in Review
As of Q4 2022, CFO4Life held 176 positions worth $471M. Its ten largest holdings account for 51% of the portfolio.
CFO4Life deployed $475M of net new capital in Q4 2022, opening 176 new positions. Its largest new stake was United Parcel Service: 319,274 shares worth $55.5M.
By sector, the portfolio is most concentrated in Industrials at 15% of assets, followed by Consumer Staples and Technology.
- CFO4Life's largest Q4 2022 buy was United Parcel Service: 319,274 shares worth $55.5M.
- CFO4Life's ten largest holdings make up 51% of its $471M portfolio in Q4 2022.
- CFO4Life opened 176 new positions and closed 0 in Q4 2022.
Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.