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Chai Trust Company Portfolio holdings

AUM $1.18B
1-Year Est. Return 19.62%
This Fund
S&P 500
This Quarter Est. Return
-8.07%
1 Year Est. Return
-19.62%
3 Year Est. Return
-20.22%
5 Year Est. Return
-0.26%
10 Year Est. Return
AUM
$714M
AUM Growth
-$68.7M
Cap. Flow
+$7.99M
Cap. Flow %
1.12%
Top 10 Hldgs %
94.44%
Holding
22
New
Increased
5
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Real Estate 48.29%
2 Utilities 14.27%
3 Energy 12.37%
4 Industrials 1.7%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELS icon
1
Equity Lifestyle Properties
ELS
$12.6B
$214M 29.96%
3,489,774
CVA
2
DELISTED
Covanta Holding Corporation
CVA
$100M 14.05%
12,949,182
PARR icon
3
Par Pacific Holdings
PARR
$4.31B
$88.3M 12.37%
13,046,376
EQC
4
DELISTED
Equity Commonwealth
EQC
$68.8M 9.64%
2,584,300
EQR icon
5
Equity Residential
EQR
$24.9B
$62.1M 8.7%
1,210,706
VTI icon
6
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$54.7M 7.65%
320,935
+21,233
+7% +$3.57M
EXTN
7
DELISTED
Exterran Corporation
EXTN
$29.8M 4.17%
7,157,415
RSP icon
8
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$24.8M 3.48%
117,896
+8,463
+8% +$913K
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$16.2M 2.27%
306,416
+24,579
+9% +$1.29M
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$229B
$15.5M 2.16%
377,813
+32,986
+10% +$1.35M
WCC
11
WESCO International
WCC
$16.7B
$12.1M 1.7%
275,245
GLD icon
12
SPDR Gold Trust
GLD
$131B
$6.2M 0.87%
35,000
BX icon
13
Blackstone
BX
$102B
$5.22M 0.73%
100,000
NG icon
14
NovaGold Resources
NG
$2.56B
$4.76M 0.67%
400,000
VHT icon
15
Vanguard Health Care ETF
VHT
$18.1B
$4.15M 0.58%
20,359
+4,244
+26% +$859K
DRUP icon
16
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$48.6M
$2.54M 0.36%
78,961
KKR icon
17
KKR & Co
KKR
$91.1B
$1.72M 0.24%
50,000
GNE icon
18
Genie Energy
GNE
$367M
$1.54M 0.22%
193,000
SDS icon
19
ProShares UltraShort S&P500
SDS
$415M
$678K 0.09%
1,700
TRQ
20
DELISTED
Turquoise Hill Resources Ltd
TRQ
$423K 0.06%
50,000
QID icon
21
ProShares UltraShort QQQ
QID
$282M
$236K 0.03%
1,250
TMQ
22
Trilogy Metals
TMQ
$541M
$89K 0.01%
49,999

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Chai Trust Company's Q3 2020 Portfolio in Review

As of Q3 2020, Chai Trust Company held 22 positions worth $714M, down 8.8% from $783M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Trading was light in Q3 2020: portfolio turnover was 0%. Chai Trust Company opened no new positions and made no exits, leaving the 22-position portfolio largely intact.

By sector, the portfolio is most concentrated in Real Estate at 48% of assets, up from 48% a quarter earlier, followed by Utilities and Energy.

  • Chai Trust Company added most to Vanguard Morningstar Total Stock Market ETF in Q3 2020, an estimated $3.57M increase.
  • Chai Trust Company's ten largest holdings make up 94% of its $714M portfolio in Q3 2020.
  • Chai Trust Company opened 0 new positions and closed 0 in Q3 2020.
  • Chai Trust Company's portfolio value fell 8.8% quarter-over-quarter to $714M.

Based on Chai Trust Company's 13F filing for Q3 2020, filed 16 Nov 2020.