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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 %
100.87%
Top 10 Hldgs %
50.52%
Holding
176
New
176
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$55.3M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$42.1M
3
DAR icon
Darling Ingredients
DAR
+$32.9M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$25.8M
5
AAPL icon
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%
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
New +$5.08K
4 5 6 7
8

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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.