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
$178M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$4.61M
3
+$4.04M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$3.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.51M

Top Sells

1
+$479K
2
+$389K
3
+$177K
4
AAPL icon
Apple
AAPL
+$98.1K
5
TSLA icon
Tesla
TSLA
+$95.5K

Sector Composition

1 Technology 11.46%
2 Financials 4.9%
3 Communication Services 4.47%
4 Consumer Discretionary 4.22%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$368K 0.21%
3,028
27
$338K 0.19%
641
28
$322K 0.18%
1,988
+2
29
$312K 0.18%
532
30
$309K 0.17%
1,090
31
$308K 0.17%
5,796
32
$300K 0.17%
1,993
33
$275K 0.15%
2,020
-300
34
$267K 0.15%
3,970
35
$216K 0.12%
+1,610
36
$140K 0.08%
13,056
37
– –
-14,288
38
– –
-5,018
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