CCM

Chaney Capital Management Portfolio holdings

AUM $290M
1-Year Est. Return 16.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.96%
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
+$25.9M
2
+$2.01M
3
+$1.6M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$519K
5
COST icon
Costco
COST
+$92.8K

Top Sells

1
+$147K
2
+$136K
3
+$128K
4
AAPL icon
Apple
AAPL
+$114K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$72.6K

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