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CCM

Chaney Capital Management Portfolio holdings

AUM $284M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.15M
3
+$1.14M
4
AMZN icon
Amazon
AMZN
+$880K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$711K

Top Sells

1
+$471K
2
+$438K
3
+$357K
4
CRM icon
Salesforce
CRM
+$279K
5
SBUX icon
Starbucks
SBUX
+$224K

Sector Composition

1 Technology 8.09%
2 Communication Services 4.8%
3 Financials 3.5%
4 Consumer Discretionary 3.08%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$550B
$450K 0.16%
1,839
+55
VIG icon
27
Vanguard Dividend Appreciation ETF
VIG
$109B
$442K 0.16%
2,055
MDT icon
28
Medtronic
MDT
$102B
$428K 0.15%
4,939
+139
V icon
29
Visa
V
$622B
$388K 0.14%
1,284
VOO icon
30
Vanguard S&P 500 ETF
VOO
$985B
$365K 0.13%
610
-31
VTI icon
31
Vanguard Total Stock Market ETF
VTI
$656B
$350K 0.12%
1,090
ROST icon
32
Ross Stores
ROST
$74.7B
$342K 0.12%
1,579
-214
AMGN icon
33
Amgen
AMGN
$182B
$298K 0.1%
846
AMD icon
34
Advanced Micro Devices
AMD
$876B
$262K 0.09%
1,290
+307
CVX icon
35
Chevron
CVX
$346B
$239K 0.08%
+1,155
XYZ
36
Block Inc
XYZ
$44.5B
$239K 0.08%
3,970
WMT icon
37
Walmart Inc
WMT
$933B
$222K 0.08%
+1,787
JPM icon
38
JPMorgan Chase
JPM
$871B
$216K 0.08%
733
-6
XOM icon
39
Exxon Mobil
XOM
$571B
$204K 0.07%
+1,201
QDF icon
40
FlexShares Quality Dividend Index Fund
QDF
$2.19B
$201K 0.07%
2,543
FNWB icon
41
First Northwest Bancorp
FNWB
$90.6M
$114K 0.04%
13,156
CRM icon
42
Salesforce
CRM
$124B
– –
-1,055
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