CAM
Chandler Asset Management Portfolio holdings
AUM
$563M
This Quarter Return
+5.01%
1 Year Return
+9.01%
3 Year Return
+28.02%
5 Year Return
+44.25%
10 Year Return
–
AUM
$428M
AUM Growth
+$428M
(+12%)
Cap. Flow
+$26.9M
Cap. Flow
% of AUM
6.28%
Top 10 Holdings %
Top 10 Hldgs %
95%
Holding
29
New
12
Increased
11
Reduced
1
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$8.78M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.72M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$2.04M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.85M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.58M |
Top Sells
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$16.3K |
Sector Composition
| 1 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $172K | 0.04% |
+2,125
| New | +$172K |
|
27
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.3B
| $162K | 0.04% |
+1,487
| New | +$162K |
|
28
Vanguard Ultra-Short Bond ETF
VUSB
$5.46B
| $135K | 0.03% |
+2,705
| New | +$135K |
|
29
Apple
AAPL
$3.38T
| $3K | ﹤0.01% |
+15
| New | +$3K |
|