CCM
Chaney Capital Management Portfolio holdings
AUM
$290M
1-Year Est. Return
16.96%
This Fund
S&P 500
1 Year Est. Return
+16.96%
AUM
$290M
AUM Growth
+$7.81M
(+2.8%)
Holding
40
Top Buys
| 1 | +$1.8M | |
| 2 | +$588K | |
| 3 | +$489K | |
| 4 |
Advanced Micro Devices
AMD
|
+$211K |
| 5 |
FlexShares Quality Dividend Index Fund
QDF
|
+$206K |
Top Sells
| 1 | +$886K | |
| 2 | +$233K | |
| 3 | +$218K | |
| 4 |
Netflix
NFLX
|
+$212K |
| 5 |
Boeing
BA
|
+$90.3K |
Sector Composition
| 1 | Technology | 8.57% |
| 2 | Communication Services | 5.22% |
| 3 | Financials | 3.7% |
| 4 | Consumer Discretionary | 3.15% |
| 5 | Consumer Staples | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Medtronic
MDT
$132B
| $461K | 0.16% |
4,800
|
|
||
27
Vanguard Dividend Appreciation ETF
VIG
$104B
| $452K | 0.16% |
2,055
-100
|
|
||
28
Visa
V
$620B
| $450K | 0.16% |
1,284
+86
|
|
||
29
Vanguard S&P 500 ETF
VOO
$851B
| $402K | 0.14% |
641
|
|
||
30
Johnson & Johnson
JNJ
$548B
| $369K | 0.13% |
1,784
+1
|
|
||
31
Vanguard Total Stock Market ETF
VTI
$580B
| $365K | 0.13% |
1,090
|
|
||
32
Ross Stores
ROST
$61B
| $323K | 0.11% |
1,793
|
|
||
33
Salesforce
CRM
$199B
| $279K | 0.1% |
1,055
-75
|
|
||
34
Amgen
AMGN
$184B
| $277K | 0.1% |
846
+75
|
|
||
|
XYZ
35
Block Inc
XYZ
$36.7B
| $258K | 0.09% |
3,970
|
|
||
36
JPMorgan Chase
JPM
$825B
| $238K | 0.08% |
739
|
|
||
|
37
Advanced Micro Devices
AMD
$385B
| $211K | 0.07% |
+983
|
|
||
|
38
FlexShares Quality Dividend Index Fund
QDF
$2.06B
| $206K | 0.07% |
+2,543
|
|
||
39
First Northwest Bancorp
FNWB
$93.4M
| $123K | 0.04% |
13,156
|
|
||
|
40
Netflix
NFLX
$353B
| – | – |
-1,770
|
|