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CFGW

Chancellor Financial Group WB Portfolio holdings

AUM $140M
1-Year Est. Return 23.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$449K
3
+$323K
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$304K
5
BA icon
Boeing
BA
+$265K

Top Sells

1
+$498K
2
+$478K
3
+$442K
4
PFE icon
Pfizer
PFE
+$378K
5
AMZN icon
Amazon
AMZN
+$362K

Sector Composition

1 Technology 30.35%
2 Financials 10.49%
3 Industrials 9.19%
4 Consumer Staples 7.43%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTO
26
John Hancock Financial Opportunities Fund
BTO
$751M
$1.12M 0.8%
31,197
+209
XOM icon
27
Exxon Mobil
XOM
$609B
$1.04M 0.74%
6,103
+43
VZ icon
28
Verizon
VZ
$201B
$1.03M 0.74%
20,599
-7
MA icon
29
Mastercard
MA
$433B
$986K 0.71%
1,974
-3
ADM icon
30
Archer Daniels Midland
ADM
$38.7B
$983K 0.7%
13,520
+18
CVX icon
31
Chevron
CVX
$373B
$954K 0.68%
4,610
-77
VIG icon
32
Vanguard Dividend Appreciation ETF
VIG
$109B
$953K 0.68%
4,433
GE icon
33
GE Aerospace
GE
$350B
$926K 0.66%
3,263
IVW icon
34
iShares S&P 500 Growth ETF
IVW
$73.2B
$926K 0.66%
8,185
-250
HEI icon
35
HEICO Corp
HEI
$46.3B
$897K 0.64%
3,273
+1
MCD icon
36
McDonald's
MCD
$202B
$890K 0.64%
2,863
+11
GEV icon
37
GE Vernova
GEV
$253B
$887K 0.63%
1,016
LLY icon
38
Eli Lilly
LLY
$1.01T
$831K 0.59%
903
-25
WM icon
39
Waste Management
WM
$88.1B
$774K 0.55%
3,368
+17
META icon
40
Meta Platforms (Facebook)
META
$1.44T
$770K 0.55%
1,345
-106
VTI icon
41
Vanguard Total Stock Market ETF
VTI
$650B
$715K 0.51%
2,228
+3
EOS
42
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$714K 0.51%
34,879
+434
DIS icon
43
Walt Disney
DIS
$174B
$714K 0.51%
7,404
+1
MRK icon
44
Merck
MRK
$294B
$712K 0.51%
5,919
-363
WMT icon
45
Walmart Inc
WMT
$963B
$622K 0.45%
5,009
+1
YUM icon
46
Yum! Brands
YUM
$42.5B
$609K 0.44%
3,919
+1
RS icon
47
Reliance Steel & Aluminium
RS
$21.1B
$608K 0.44%
2,000
PM icon
48
Philip Morris
PM
$287B
$600K 0.43%
3,627
+11
HD icon
49
Home Depot
HD
$327B
$595K 0.43%
1,808
+326
BA icon
50
Boeing
BA
$173B
$585K 0.42%
2,937
+1,164
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