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
$435M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$990K
3
+$611K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$553K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$493K

Top Sells

1
+$545K
2
+$345K
3
+$50.3K

Sector Composition

1 Real Estate 0.01%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.3M 21.01%
1,241,127
+81,528
2
$85.4M 19.66%
1,541,450
+2,555
3
$70.1M 16.14%
146,847
-1,142
4
$54.5M 12.53%
255,330
-1,615
5
$39.6M 9.1%
825,986
+11,535
6
$29.2M 6.71%
330,213
+6,918
7
$18.5M 4.25%
449,460
+1,835
8
$16.2M 3.72%
170,816
+5,205
9
$7.61M 1.75%
178,715
+3,985
10
$4.7M 1.08%
95,260
+1,050
11
$2.93M 0.68%
63,255
+8,975
12
$2.87M 0.66%
120,814
-2,116
13
$2.07M 0.48%
20,904
14
$1.33M 0.31%
52,989
+252
15
$1.31M 0.3%
5,000
16
$1.29M 0.3%
5,533
17
$1.27M 0.29%
16,445
+380
18
$990K 0.23%
+9,150
19
$898K 0.21%
11,050
+295
20
$782K 0.18%
13,405
+355
21
$626K 0.14%
10,555
+165
22
$473K 0.11%
23,595
23
$316K 0.07%
6,385
+510
24
$315K 0.07%
4,095
+330
25
$50.1K 0.01%
+1,374
1
2