CCM

Chilton Capital Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 22.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$14.4M
3
+$7.76M
4
AHR icon
American Healthcare REIT
AHR
+$7.08M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.39M

Top Sells

1
+$34.5M
2
+$24.8M
3
+$11.5M
4
INVH icon
Invitation Homes
INVH
+$7.97M
5
CTO
CTO Realty Growth
CTO
+$6.61M

Sector Composition

1 Real Estate 18.6%
2 Technology 17.06%
3 Healthcare 9.24%
4 Industrials 9.15%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.31K ﹤0.01%
6
552
$1.3K ﹤0.01%
+12
553
$1.3K ﹤0.01%
+34
554
$1.23K ﹤0.01%
2
555
$1.2K ﹤0.01%
16
556
$1.09K ﹤0.01%
8
557
$1.08K ﹤0.01%
118
558
$1.04K ﹤0.01%
+33
559
$977 ﹤0.01%
4
560
$942 ﹤0.01%
+22
561
$935 ﹤0.01%
19
562
$929 ﹤0.01%
4
563
$907 ﹤0.01%
5
564
$905 ﹤0.01%
3
565
$860 ﹤0.01%
5
566
$834 ﹤0.01%
24
567
$822 ﹤0.01%
2
568
$821 ﹤0.01%
4
569
$797 ﹤0.01%
150
570
$778 ﹤0.01%
65
571
$762 ﹤0.01%
43
572
$734 ﹤0.01%
8
573
$723 ﹤0.01%
6
574
$697 ﹤0.01%
+35
575
$692 ﹤0.01%
2
21 22
23
24 25