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
$211M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$1.92M
3
+$1.51M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$512K
5
COST icon
Costco
COST
+$91.6K

Top Sells

1
+$149K
2
+$142K
3
+$130K
4
AAPL icon
Apple
AAPL
+$121K
5
TSLA icon
Tesla
TSLA
+$82.8K

Sector Composition

1 Technology 9.92%
2 Communication Services 4.3%
3 Financials 4.22%
4 Consumer Discretionary 4.12%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$383K 0.18%
4,800
27
$364K 0.17%
3,028
28
$345K 0.16%
641
29
$343K 0.16%
5,796
30
$337K 0.16%
3,970
31
$331K 0.16%
532
32
$316K 0.15%
1,090
33
$301K 0.14%
1,993
34
$288K 0.14%
1,990
+2
35
$255K 0.12%
2,020
36
$226K 0.11%
1,610
37
$133K 0.06%
13,056
1
2