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
$493M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.65M
3
+$3.05M
4
BND icon
Vanguard Total Bond Market
BND
+$2.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.33M

Top Sells

1
+$16.7M
2
+$50.1K
3
+$32.9K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.6K
5
AAPL icon
Apple
AAPL
+$1.54K

Sector Composition

1 Real Estate 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.4M 18.74%
1,272,822
+31,695
2
$88M 17.84%
167,362
+20,515
3
$77M 15.6%
1,267,193
-274,257
4
$66M 13.38%
288,795
+33,465
5
$42.8M 8.67%
852,581
+26,595
6
$31.6M 6.41%
365,538
+35,325
7
$31.4M 6.36%
120,750
-64
8
$19.7M 4%
472,170
+22,710
9
$16.5M 3.34%
172,916
+2,100
10
$7.5M 1.52%
177,935
-780
11
$4.69M 0.95%
95,260
12
$3.44M 0.7%
75,455
+12,200
13
$2.05M 0.42%
20,904
14
$1.44M 0.29%
53,160
+171
15
$1.44M 0.29%
5,000
16
$1.38M 0.28%
5,533
17
$1.34M 0.27%
17,340
+895
18
$1.01M 0.21%
9,150
19
$958K 0.19%
11,900
+850
20
$841K 0.17%
14,475
+1,070
21
$680K 0.14%
11,620
+1,065
22
$521K 0.11%
23,595
23
$316K 0.06%
6,385
24
$314K 0.06%
4,095
25
– –
-1,374
1
2