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
1
$44.1M 19.65%
445,884
+183,381
2
$43.2M 19.24%
249,961
+2,276
3
$42M 18.71%
113,283
+1,372
4
$16M 7.14%
407,236
+33,094
5
$13.2M 5.87%
28,080
+172
6
$9.34M 4.16%
24,894
+1,833
7
$8.82M 3.93%
294,560
+51,888
8
$7.89M 3.51%
35,515
-23
9
$6.59M 2.94%
42,602
+560
10
$6.15M 2.74%
47,690
-1,271
11
$5.59M 2.49%
29,403
-210
12
$4.79M 2.13%
8,986
+205
13
$3.32M 1.48%
46,526
+3,278
14
$2.41M 1.08%
30,830
+100
15
$1.48M 0.66%
100,840
+7,000
16
$1.35M 0.6%
10,864
17
$1.06M 0.47%
1,121
18
$875K 0.39%
8,922
-777
19
$797K 0.35%
7,351
+76
20
$748K 0.33%
4,786
-1,140
21
$621K 0.28%
2,397
-160
22
$490K 0.22%
2,870
23
$431K 0.19%
4,800
24
$418K 0.19%
2,155
-110
25
$358K 0.16%
5,796
1
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