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
$406M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.28M
3
+$1.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$990K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$895K

Top Sells

1
+$4.08M
2
+$804K
3
+$360K
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$220K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$213K

Sector Composition

1 Real Estate 0.01%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6K ﹤0.01%
+43
27
– –
-1,487
28
– –
-9,122
29
– –
-12,644
30
– –
-15
31
– –
-2,650
1
2