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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
30
3
6
2
1
1
25
3
6
CFO4LIFE GROUP LLC

Time Period2019-03-31

Total Holdings122

Total Value ($x1000)213,451
Activities
New15

Increased27

Unchanged13

Decreased67

Sold Out13

Top 10 Stock Holdingstotal 52%
UPS16.74

MTUM6.45

IJR6.14

VLUE4.79

AAPL3.57

 
EMLP3.31

USMV3.04

DAR2.85

V2.57

LII2.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
UPS
16.74%
CL B
MTUM
6.45%
MSCI USAMOMFCT
IJR
6.14%
CORE S&P SCP ETF
VLUE
4.79%
MSCI USAVALFCT
AAPL
3.57%
COM
EMLP
3.31%
NO AMER ENERGY
USMV
3.04%
USA MIN VOL ETF
DAR
2.85%
COM
V
2.57%
COM CL A
LII
2.54%
COM
HD
2.3%
COM
MSFT
2.25%
COM
AMZN
2.22%
COM
WM
1.8%
COM
MA
1.63%
CL A
MMM
1.53%
COM
CSX
1.47%
COM
SCHB
1.45%
US BRD MKT ETF
PEP
1.16%
COM
PG
1.11%
COM
XOM
1.07%
COM
PFE
1.07%
COM
VTI
1.04%
TOTAL STK MKT
WMT
0.98%
COM
JMST
0.94%
ULTRA SHRT ETF
JPST
0.94%
ULTRA SHRT INC
INTC
0.91%
COM
LTXB
0.91%
COM
GOOG
0.89%
CAP STK CL C
BLK
0.81%
COM
JNJ
0.81%
COM
CSCO
0.78%
COM
FB
0.73%
CL A
CVX
0.7%
COM
JPM
0.69%
COM
GOOGL
0.63%
CAP STK CL A
C
0.53%
COM NEW
ETB
0.46%
COM
NVS
0.41%
SPONSORED ADR
COP
0.41%
COM
THRK
0.41%
RUSSELL 3000 ETF
CMCSA
0.4%
CL A
IWW
0.4%
RUS 3000 VAL ETF
FOCS
0.38%
CL A
UNH
0.38%
COM
AOM
0.34%
MODERT ALLOC ETF
KO
0.34%
COM
EFV
0.33%
EAFE VALUE ETF
BKNG
0.31%
COM
AMGN
0.31%
COM
LUV
0.31%
COM
ZION
0.29%
COM
LRCX
0.28%
COM
DIS
0.28%
COM DISNEY
ZBRA
0.27%
CL A
ENB
0.27%
COM
ON
0.27%
COM
T
0.27%
COM
GWL
0.25%
S&P WRLD EX US
ICLR
0.25%
SHS
TMO
0.25%
COM
WCG
0.25%
COM
SYK
0.25%
COM
CNC
0.25%
COM
PGR
0.24%
COM
ETV
0.24%
COM
MO
0.23%
COM
CFG
0.23%
COM
HRC
0.23%
COM
BRK.B
0.22%
CL B NEW
CDW
0.22%
COM
SPLV
0.22%
S&P500 LOW VOL
ZIXI
0.21%
COM
CII
0.21%
COM
UGI
0.2%
COM
LULU
0.19%
COM
UNP
0.19%
COM
DUK
0.18%
COM NEW
VZ
0.18%
COM
ETW
0.18%
COM
FDX
0.17%
COM
MPC
0.17%
COM
XHR
0.16%
COM
BP
0.16%
SPONSORED ADR
WBA
0.16%
COM
GILD
0.16%
COM
MCD
0.15%
COM
IWF
0.15%
RUS 1000 GRW ETF
HCN
0.14%
COM
MMP
0.14%
COM UNIT RP LP
ITOT
0.14%
CORE S&P TTL STK
PSX
0.13%
COM
BABA
0.13%
SPONSORED ADS
LAMR
0.13%
CL A
APU
0.13%
UNIT L P INT
VTR
0.12%
COM
GIS
0.12%
COM
YUM
0.12%
COM
EPD
0.12%
COM
VUG
0.11%
GROWTH ETF
O
0.11%
COM
PM
0.11%
COM
VOT
0.11%
MCAP GR IDXVIP
NEAR
0.11%
SHT MAT BD ETF
BDX
0.11%
COM
BA
0.11%
COM
SO
0.1%
COM
ADM
0.1%
COM
NFLX
0.1%
COM
RPAI
0.1%
CL A
VDE
0.1%
ENERGY ETF
BAC
0.1%
COM
LEA
0.09%
COM NEW
VBK
0.09%
SML CP GRW ETF
TCPC
0.09%
COM
MRCC
0.08%
COM
AMLP
0.07%
ALERIAN MLP
NE
0.05%
SHS USD
SVRA
0.04%
COM
LYG
0.02%
SPONSORED ADR
BTE
0.01%
COM
XPL
0.01%
COM
GMM
0.87%
EMERG MKTS ETF
GSLC
0.53%
EQUITY ETF
AMAT
0.2%
COM
UTX
0.18%
COM
HPQ
0.16%
COM
ABT
0.13%
COM
SPY
0.13%
TR UNIT
VWO
0.11%
FTSE EMR MKT ETF
IXUS
0.11%
CORE MSCITOTAL
WFC
0.11%
COM
IEMG
0.1%
CORE MSCI EMKT
VWOB
0.09%
EMERG MKT BD ETF
PSEC
0.03%
COM