CFGW
Chancellor Financial Group WB Portfolio holdings
AUM
$129M
1 Year Est. Return
–
AUM
$120M
AUM Growth
-$3.82M
(-3.1%)
Holding
138
Top Buys
| 1 | +$516K | |
| 2 | +$328K | |
| 3 | +$267K | |
| 4 |
Nutrien
NTR
|
+$246K |
| 5 |
Devon Energy
DVN
|
+$237K |
Top Sells
| 1 | +$443K | |
| 2 | +$410K | |
| 3 | +$229K | |
| 4 |
TSMC
TSM
|
+$217K |
| 5 |
Simon Property Group
SPG
|
+$213K |
Sector Composition
| 1 | Technology | 30.13% |
| 2 | Financials | 10.95% |
| 3 | Consumer Staples | 8.57% |
| 4 | Healthcare | 8.18% |
| 5 | Industrials | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ford
F
$52.3B
| $185K | 0.15% |
18,404
+67
|
|
||
127
LXP Industrial Trust
LXP
$2.81B
| $123K | 0.1% |
14,240
-500
|
|
||
128
Gabelli Equity Trust
GAB
$1.88B
| $103K | 0.09% |
18,692
+317
|
|
||
129
TTEC Holdings
TTEC
$169M
| $94.4K | 0.08% |
28,690
|
|
||
130
American Well
AMWL
$84.3M
| $90.5K | 0.07% |
11,480
|
|
||
131
Evolution Petroleum
EPM
$152M
| $59.8K | 0.05% |
11,550
+550
|
|
||
|
BITF
132
Bitfarms
BITF
$2.19B
| $13.6K | 0.01% |
+17,231
|
|
||
133
Dow Inc
DOW
$17B
| – | – |
-5,718
|
|
||
134
Lockheed Martin
LMT
$114B
| – | – |
-430
|
|
||
135
PACCAR
PCAR
$51.7B
| – | – |
-2,018
|
|
||
|
136
TSMC
TSM
$1.56T
| – | – |
-1,098
|
|
||
137
CVR Partners
UAN
$1B
| – | – |
-2,750
|
|
||
|
138
Simon Property Group
SPG
$57.4B
| – | – |
-1,235
|
|