CTC

Chai Trust Company Portfolio holdings

AUM $1.63B
1-Year Est. Return 2.73%
This Quarter Est. Return
1 Year Est. Return
-2.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 49.18%
2 Energy 17.83%
3 Industrials 3.28%
4 Financials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-100,000