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
76
$325K 0.26%
+317
77
$319K 0.26%
+26,291
78
$316K 0.25%
+6,046
79
$315K 0.25%
+2,734
80
$313K 0.25%
+1,770
81
$313K 0.25%
+2,715
82
$312K 0.25%
+988
83
$309K 0.25%
+1,356
84
$303K 0.24%
+15,467
85
$300K 0.24%
+2,380
86
$298K 0.24%
+19,200
87
$290K 0.23%
+10,937
88
$289K 0.23%
+1,624
89
$286K 0.23%
+2,473
90
$280K 0.23%
+467
91
$275K 0.22%
+6,301
92
$269K 0.22%
+3,045
93
$269K 0.22%
+500
94
$267K 0.22%
+1,083
95
$263K 0.21%
+4,443
96
$260K 0.21%
+11,107
97
$258K 0.21%
+783
98
$249K 0.2%
+2,058
99
$248K 0.2%
+22,218
100
$248K 0.2%
+5,550
2 3
4
5 6