CFGW
Chancellor Financial Group WB Portfolio holdings
AUM
$146M
1-Year Est. Return
22.15%
This Fund
S&P 500
1 Year Est. Return
+22.15%
AUM
$141M
AUM Growth
+$11.9M
(+9.2%)
Holding
139
Top Buys
| 1 | +$702K | |
| 2 | +$291K | |
| 3 | +$244K | |
| 4 |
NVIDIA
NVDA
|
+$236K |
| 5 |
Wells Fargo
WFC
|
+$208K |
Top Sells
| 1 | +$691K | |
| 2 | +$255K | |
| 3 | +$232K | |
| 4 |
United Parcel Service
UPS
|
+$230K |
| 5 |
ESSA
ESSA Bancorp
ESSA
|
+$220K |
Sector Composition
| 1 | Technology | 34.22% |
| 2 | Financials | 10.64% |
| 3 | Industrials | 7.49% |
| 4 | Communication Services | 7.07% |
| 5 | Consumer Staples | 6.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ford
F
$45B
| $161K | 0.11% |
13,425
+10
|
|
||
127
LXP Industrial Trust
LXP
$2.74B
| $128K | 0.09% |
2,848
|
|
||
128
Gabelli Equity Trust
GAB
$1.71B
| $118K | 0.08% |
19,310
+300
|
|
||
129
TTEC Holdings
TTEC
$112M
| $96.4K | 0.07% |
28,690
|
|
||
130
Evolution Petroleum
EPM
$163M
| $56.2K | 0.04% |
11,650
|
|
||
|
BITF
131
Bitfarms
BITF
$1.11B
| $48.6K | 0.03% |
17,231
|
|
||
132
Oneok
OKE
$58.5B
| – | – |
-2,682
|
|
||
133
Constellation Brands
STZ
$26.2B
| – | – |
-1,424
|
|
||
|
134
United Parcel Service
UPS
$80.7B
| – | – |
-2,280
|
|
||
135
Vanguard Total International Stock ETF
VXUS
$130B
| – | – |
-3,693
|
|
||
136
American Well
AMWL
$85.6M
| – | – |
-11,105
|
|
||
137
Chubb
CB
$127B
| – | – |
-705
|
|
||
138
Cintas
CTAS
$67.5B
| – | – |
-952
|
|
||
|
ESSA
139
DELISTED
ESSA Bancorp
ESSA
| – | – |
-11,350
|
|