CFGW
Chancellor Financial Group WB Portfolio holdings
AUM
$129M
This Quarter Return
+9.31%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$8.32M
(+6.9%)
Cap. Flow
+$625K
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
48.12%
Holding
140
New
8
Increased
57
Reduced
32
Closed
6
Top Buys
| 1 |
IBM
IBM
|
$303K |
| 2 |
TSMC
TSM
|
$255K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$255K |
| 4 |
T-Mobile US
TMUS
|
$251K |
| 5 |
Constellation Brands
STZ
|
$232K |
Top Sells
| 1 |
Nutrien
NTR
|
$522K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$323K |
| 3 |
B
Barrick Mining Corporation
B
|
$295K |
| 4 |
Newmont
NEM
|
$249K |
| 5 |
Devon Energy
DVN
|
$237K |
Sector Composition
| 1 | Technology | 32.16% |
| 2 | Financials | 10.97% |
| 3 | Consumer Staples | 7.91% |
| 4 | Industrials | 7.74% |
| 5 | Consumer Discretionary | 6.75% |
