CFGW
Chancellor Financial Group WB Portfolio holdings
AUM
$141M
1-Year Est. Return
19.34%
1 Year Est. Return
+19.34%
AUM
$129M
AUM Growth
+$8.32M
(+6.9%)
Holding
140
Top Buys
| 1 | +$303K | |
| 2 | +$255K | |
| 3 | +$255K | |
| 4 |
T-Mobile US
TMUS
|
+$251K |
| 5 |
Constellation Brands
STZ
|
+$232K |
Top Sells
| 1 | +$522K | |
| 2 | +$323K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Public Service Enterprise Group
PEG
$41.3B
| $205K | 0.16% |
2,441
|
|
||
127
Chubb
CB
$116B
| $204K | 0.16% |
705
|
|
||
128
Ford
F
$53.6B
| $146K | 0.11% |
13,415
-4,989
|
|
||
129
TTEC Holdings
TTEC
$147M
| $138K | 0.11% |
28,690
|
|
||
130
LXP Industrial Trust
LXP
$2.64B
| $118K | 0.09% |
2,848
|
|
||
131
Gabelli Equity Trust
GAB
$1.87B
| $111K | 0.09% |
19,010
+318
|
|
||
132
American Well
AMWL
$66M
| $98.7K | 0.08% |
11,105
-375
|
|
||
133
Evolution Petroleum
EPM
$153M
| $54.8K | 0.04% |
11,650
+100
|
|
||
|
BITF
134
Bitfarms
BITF
$1.69B
| $14.5K | 0.01% |
17,231
|
|
||
135
Saic
SAIC
$4.15B
| – | – |
-1,890
|
|
||
136
Nutrien
NTR
$29.1B
| – | – |
-10,500
|
|
||
|
137
Newmont
NEM
$101B
| – | – |
-5,150
|
|
||
138
Amgen
AMGN
$184B
| – | – |
-676
|
|
||
|
139
Devon Energy
DVN
$22.3B
| – | – |
-6,345
|
|
||
|
B
140
Barrick Mining
B
$62.8B
| – | – |
-15,200
|
|