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
$471M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$55.5M
2 +$41.9M
3 +$29.2M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$26M
5
AAPL icon
Apple
AAPL
+$18.1M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COMS
176
DELISTED
COMSovereign Holding Corp. Common Stock
COMS
$4.72K ﹤0.01%
+661