CAM
Chandler Asset Management Portfolio holdings
AUM
$563M
This Quarter Return
+5.03%
1 Year Return
+9.01%
3 Year Return
+28.02%
5 Year Return
+44.25%
10 Year Return
–
AUM
$493M
AUM Growth
+$493M
(+14%)
Cap. Flow
+$85.2M
Cap. Flow
% of AUM
17.28%
Top 10 Holdings %
Top 10 Hldgs %
95.86%
Holding
26
New
–
Increased
14
Reduced
2
Closed
2
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$58.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.8M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$7.65M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$3.05M |
| 5 |
Vanguard Total Bond Market
BND
|
$2.3M |
Top Sells
| 1 |
Phillips Edison & Co
PECO
|
$50.1K |
| 2 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$32.9K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$16.6K |
| 4 |
Apple
AAPL
|
$1.54K |
Sector Composition
| 1 | Real Estate | 0% |
| 2 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Apple
AAPL
$3.45T
| – | – |
-8
| Closed | -$1.54K |
|