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
$124M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$845K
3
+$630K
4
NVDA icon
NVIDIA
NVDA
+$143K
5
SCHW icon
Charles Schwab
SCHW
+$109K

Top Sells

1
+$592K
2
+$464K
3
+$459K
4
SNOW icon
Snowflake
SNOW
+$379K
5
SBUX icon
Starbucks
SBUX
+$228K

Sector Composition

1 Technology 13.33%
2 Financials 6.35%
3 Consumer Discretionary 6.12%
4 Communication Services 5.85%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$279K 0.22%
532
27
$277K 0.22%
3,028
28
$244K 0.2%
1,983
29
$243K 0.2%
3,046
30
$204K 0.16%
13,014
+396
31
$183K 0.15%
14,288
32
– –
-1,903
1
2