CFGW

Chancellor Financial Group WB Portfolio holdings

AUM $129M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$11.9M
3
+$6.65M
4
AMZN icon
Amazon
AMZN
+$5.19M
5
NVDA icon
NVIDIA
NVDA
+$3.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.19%
2 Financials 9.66%
3 Consumer Staples 8.09%
4 Healthcare 7.58%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$901K 0.73%
+22,532
27
$865K 0.7%
+7,769
28
$857K 0.69%
+2,022
29
$841K 0.68%
+8,281
30
$840K 0.68%
+1,088
31
$840K 0.68%
+4,287
32
$816K 0.66%
+25,135
33
$796K 0.64%
+1,360
34
$782K 0.63%
+12,566
35
$778K 0.63%
+3,271
36
$763K 0.61%
+1,961
37
$709K 0.57%
+29,613
38
$706K 0.57%
+6,562
39
$689K 0.55%
+3,116
40
$678K 0.55%
+13,417
41
$657K 0.53%
+2,861
42
$656K 0.53%
+2,262
43
$632K 0.51%
+4,362
44
$623K 0.5%
+3,085
45
$577K 0.47%
+1,430
46
$561K 0.45%
+5,639
47
$560K 0.45%
+3,357
48
$545K 0.44%
+3,785
49
$539K 0.43%
+2,000
50
$525K 0.42%
+3,912
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