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
$112M
AUM Growth
+$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$7.58M
2 +$2.62M
3 +$1.87M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.61M
5
PSEC icon
Prospect Capital
PSEC
+$1.53M

Sector Composition

1 Industrials 36.14%
2 Technology 4.87%
3 Consumer Staples 4.02%
4 Real Estate 3.22%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-19,201
102
-13,595