CCM

Chaney Capital Management Portfolio holdings

AUM $255M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$29.9M
2 +$27.8M
3 +$9.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.96M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.91%
2 Consumer Discretionary 7.11%
3 Communication Services 5.99%
4 Financials 3.35%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$285K 0.25%
+3,028
27
$257K 0.23%
+532
28
$241K 0.21%
+3,046
29
$236K 0.21%
+1,983
30
$204K 0.18%
+14,288
31
$201K 0.18%
+12,618