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
$347M
AUM Growth
-$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.54M
3
+$2.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.11M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.2M

Top Sells

1
+$44.9K
2
+$34.2K
3
+$19.3K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.82K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$9.62K

Sector Composition

1 Real Estate 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.8M 18.95%
922,915
+29,525
2
$62.1M 17.87%
173,097
+11,392
3
$53M 15.25%
309,915
+12,790
4
$44.4M 12.79%
1,012,905
+57,915
5
$27.8M 8%
763,811
+33,088
6
$23.2M 6.68%
289,560
+13,440
7
$22.7M 6.53%
126,360
8
$14.1M 4.06%
386,211
+10,403
9
$13.5M 3.9%
154,072
+5,746
10
$5.03M 1.45%
264,322
+15,721
11
$4.46M 1.28%
93,330
+1,145
12
$2.01M 0.58%
20,904
13
$1.78M 0.51%
39,549
+3,704
14
$1.19M 0.34%
16,065
-260
15
$1.05M 0.3%
51,864
+237
16
$1.04M 0.3%
5,533
17
$987K 0.28%
5,000
18
$814K 0.23%
10,755
-125
19
$754K 0.22%
13,050
-170
20
$606K 0.17%
10,390
-165
21
$530K 0.15%
25,735
+720
22
$207K 0.06%
4,286
23
$120K 0.03%
+337
24
$73K 0.02%
975
-600
25
$56K 0.02%
1,145
-700
1
2