CCM

Chaney Capital Management Portfolio holdings

AUM $282M
1-Year Est. Return 16.42%
This Quarter Est. Return
1 Year Est. Return
+16.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$1.55M
3
+$1.3M
4
MSFT icon
Microsoft
MSFT
+$688K
5
VUG icon
Vanguard Growth ETF
VUG
+$509K

Top Sells

1
+$1.1M
2
+$364K
3
+$255K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$178K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$164K

Sector Composition

1 Technology 8.55%
2 Financials 4.53%
3 Consumer Discretionary 3.27%
4 Communication Services 3.27%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$334K 0.15%
1,243
-146
27
$330K 0.15%
1,992
+2
28
$329K 0.15%
641
29
$300K 0.13%
1,090
30
$289K 0.13%
532
31
$255K 0.11%
1,993
32
$248K 0.11%
1,610
33
$216K 0.1%
3,970
34
$133K 0.06%
13,056
35
$5.15K ﹤0.01%
+11,167
36
– –
-40,000
37
– –
-2,020
38
– –
-3,028
1
2