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
$279M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.3M
3
+$1.15M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$772K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$612K

Top Sells

1
+$109K
2
+$769

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.5M 19.18%
159,061
+25
2
$45.3M 16.27%
294,735
-5
3
$37.8M 13.58%
428,940
+128,345
4
$31.3M 11.23%
844,365
+31,000
5
$24.1M 8.63%
+141,215
6
$23.5M 8.43%
574,293
+225
7
$18.9M 6.8%
239,990
+7,755
8
$14.3M 5.13%
330,313
+700
9
$12.8M 4.61%
123,227
+7,400
10
$5.51M 1.98%
230,276
11
$3.86M 1.38%
66,285
12
$2.47M 0.89%
20,904
13
$2.15M 0.77%
39,585
-2,000
14
$1.39M 0.5%
7,414
15
$975K 0.35%
5,533
16
$498K 0.18%
28,775
17
$269K 0.1%
25,015
18
$28K 0.01%
300