CAM
Chandler Asset Management Portfolio holdings
AUM
$563M
This Quarter Return
+16.95%
1 Year Return
+9.01%
3 Year Return
+28.02%
5 Year Return
+44.25%
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+20%)
Cap. Flow
+$7.52M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
96.67%
Holding
17
New
–
Increased
6
Reduced
5
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.54M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.4M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$3.43M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$1.54M |
| 5 |
iShares International Developed Real Estate ETF
IFGL
|
$773K |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$4.01M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.66M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.22M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$52.2K |
