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
$151M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$3.95M
3
+$3.35M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$2.49M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$548K
2
+$244K
3
+$243K
4
MSFT icon
Microsoft
MSFT
+$140K
5
AMZN icon
Amazon
AMZN
+$116K

Sector Composition

1 Technology 13.08%
2 Communication Services 5.79%
3 Financials 5.57%
4 Consumer Discretionary 4.78%
5 Consumer Staples 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$320K 0.21%
+641
27
$317K 0.21%
2,320
-110
28
$307K 0.2%
3,028
29
$307K 0.2%
532
30
$292K 0.19%
+1,090
31
$290K 0.19%
+1,986
32
$290K 0.19%
1,993
33
$275K 0.18%
5,796
34
$256K 0.17%
+3,970
35
$177K 0.12%
14,288
36
$127K 0.08%
13,056
+42
37
– –
-3,046
38
– –
-1,983
1
2