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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
TSLA icon
51
Tesla
TSLA
$1.53T
$572K 0.41%
1,540
DHR icon
52
Danaher
DHR
$127B
$542K 0.39%
2,861
PWR icon
53
Quanta Services
PWR
$106B
$542K 0.39%
988
QCOM icon
54
Qualcomm
QCOM
$223B
$512K 0.37%
3,978
+1
IJH icon
55
iShares Core S&P Mid-Cap ETF
IJH
$122B
$486K 0.35%
7,197
IWM icon
56
iShares Russell 2000 ETF
IWM
$80.9B
$481K 0.34%
1,939
-36
RTX icon
57
RTX Corp
RTX
$247B
$479K 0.34%
2,483
+7
QQQ icon
58
Invesco QQQ Trust
QQQ
$479B
$476K 0.34%
824
-75
ABT icon
59
Abbott
ABT
$154B
$463K 0.33%
4,505
+88
TFC icon
60
Truist Financial
TFC
$64.4B
$455K 0.33%
9,896
+150
T icon
61
AT&T
T
$164B
$453K 0.32%
15,642
+219
ET icon
62
Energy Transfer Partners
ET
$65.6B
$450K 0.32%
23,297
-300
MDLZ icon
63
Mondelez International
MDLZ
$80.9B
$449K 0.32%
7,784
+71
IBB icon
64
iShares Biotechnology ETF
IBB
$7.89B
$439K 0.31%
2,599
+1
MO icon
65
Altria Group
MO
$120B
$438K 0.31%
6,640
+132
CI icon
66
Cigna
CI
$78.8B
$433K 0.31%
+1,623
AME icon
67
Ametek
AME
$52.1B
$429K 0.31%
2,000
PWB icon
68
Invesco Large Cap Growth ETF
PWB
$2.18B
$427K 0.31%
3,394
+31
XAR icon
69
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.29B
$422K 0.3%
1,660
IBM icon
70
IBM
IBM
$256B
$404K 0.29%
1,667
+400
CHY
71
Calamos Convertible and High Income Fund
CHY
$1.04B
$397K 0.28%
36,476
+871
KO icon
72
Coca-Cola
KO
$355B
$390K 0.28%
5,132
-45
TMO icon
73
Thermo Fisher Scientific
TMO
$174B
$384K 0.27%
781
CSCO icon
74
Cisco
CSCO
$477B
$370K 0.27%
4,773
-51
CNI icon
75
Canadian National Railway
CNI
$72.2B
$356K 0.25%
3,462
+7
1 2
3
4 5