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
101
$248K 0.2%
+6,025
102
$245K 0.2%
+10,069
103
$239K 0.19%
+2,379
104
$234K 0.19%
+2,090
105
$232K 0.19%
+1,025
106
$231K 0.19%
+642
107
$229K 0.18%
+5,718
108
$228K 0.18%
+1,532
109
$228K 0.18%
+622
110
$224K 0.18%
+1,458
111
$223K 0.18%
+3,689
112
$221K 0.18%
+1,068
113
$220K 0.18%
+759
114
$217K 0.17%
+1,098
115
$214K 0.17%
+1,622
116
$214K 0.17%
+2,100
117
$213K 0.17%
+1,235
118
$212K 0.17%
+337
119
$210K 0.17%
+2,018
120
$209K 0.17%
+2,750
121
$209K 0.17%
+430
122
$205K 0.17%
+1,232
123
$182K 0.15%
+18,337
124
$143K 0.12%
+28,690
125
$120K 0.1%
+14,740
2 3 4
5
6