CAM

Chandler Asset Management Portfolio holdings

AUM $609M
1-Year Est. Return 6.85%
This Quarter Est. Return
1 Year Est. Return
+6.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$603K
3
+$483K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$369K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$328K

Top Sells

1
+$4.94M
2
+$881K
3
+$520K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$493K
5
MSFT icon
Microsoft
MSFT
+$125K

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-260
27
– –
-221
28
– –
-6,288
29
– –
-448
30
– –
-1,280
31
– –
-234
1
2