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
51
$508K 0.41%
+13,650
52
$495K 0.4%
+7,250
53
$491K 0.4%
+8,673
54
$460K 0.37%
+4,067
55
$452K 0.36%
+7,261
56
$448K 0.36%
+7,501
57
$444K 0.36%
+2,422
58
$444K 0.36%
+3,382
59
$434K 0.35%
+4,481
60
$430K 0.35%
+1,483
61
$430K 0.35%
+3,572
62
$406K 0.33%
+781
63
$400K 0.32%
+4,424
64
$393K 0.32%
+1,739
65
$381K 0.31%
+1,082
66
$369K 0.3%
+4,156
67
$362K 0.29%
+1,238
68
$361K 0.29%
+2,000
69
$358K 0.29%
+15,705
70
$348K 0.28%
+3,429
71
$346K 0.28%
+7,996
72
$343K 0.28%
+9,149
73
$343K 0.28%
+2,596
74
$332K 0.27%
+649
75
$329K 0.26%
+7,577
1 2
3
4 5