CAM

Chandler Asset Management Portfolio holdings

AUM $563M
1-Year Est. Return 9.01%
This Quarter Est. Return
1 Year Est. Return
+9.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$1.63M
3
+$1.5M
4
VB icon
Vanguard Small-Cap ETF
VB
+$879K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$480K

Top Sells

1
+$267K
2
+$9K

Sector Composition

1 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.2M 22.3%
223,758
+5,750
2
$28.6M 18.67%
100,569
+5,715
3
$20M 13.03%
246,032
+66,000
4
$17.7M 11.56%
468,055
+5,750
5
$13.5M 8.81%
330,545
+11,745
6
$10.6M 6.93%
250,107
+6,700
7
$9.56M 6.24%
110,004
+4,245
8
$6.88M 4.49%
63,773
+13,880
9
$3.18M 2.08%
104,731
+400
10
$2.86M 1.87%
51,285
+600
11
$2.84M 1.85%
54,255
-5,100
12
$1.17M 0.76%
7,414
13
$958K 0.62%
8,787
14
$518K 0.34%
28,775
15
$399K 0.26%
25,015
16
$230K 0.15%
1,433
17
$72K 0.05%
859
18
$1K ﹤0.01%
131
+25
19
– –
-32