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CCM

Chaney Capital Management Portfolio holdings

AUM $284M
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.61M
3
+$1.02M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$804K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$428K

Top Sells

1
+$312K
2
+$234K
3
+$157K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$78.3K
5
ROST icon
Ross Stores
ROST
+$28.6K

Sector Composition

1 Technology 8.9%
2 Communication Services 4.48%
3 Financials 3.78%
4 Consumer Discretionary 3.08%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.9M 19.82%
557,327
+40,813
2
$55.2M 19.59%
690,888
-4,080
3
$48.6M 17.24%
260,601
+5,608
4
$19.9M 7.07%
425,737
+9,626
5
$18.1M 6.43%
30,177
+317
6
$13.8M 4.91%
26,714
+340
7
$11.8M 4.17%
349,238
+24,417
8
$10.2M 3.61%
41,813
+170
9
$8.8M 3.12%
34,553
+586
10
$6.54M 2.32%
29,785
+322
11
$6.36M 2.26%
45,113
-570
12
$4.4M 1.56%
53,226
+2,410
13
$4.4M 1.56%
8,750
-325
14
$2.98M 1.06%
31,186
+327
15
$1.58M 0.56%
+2,158
16
$1.52M 0.54%
118,840
+18,000
17
$1.45M 0.52%
7,796
+113
18
$1.3M 0.46%
1,407
+348
19
$1.17M 0.42%
2,640
+159
20
$1.02M 0.36%
10,864
21
$690K 0.24%
8,160
-50
22
$658K 0.23%
2,700
-66
23
$632K 0.22%
2,926
+54
24
$503K 0.18%
5,392
+1,136
25
$465K 0.16%
2,155
1
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