We are live on ! Find out more
CCM

Chilton Capital Management Portfolio holdings

AUM $2.87B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
601
– –
0
602
– –
-180
603
– –
-4,490
604
– –
-4
605
– –
-275
606
– –
-4,000
607
– –
-1,000
608
– –
-59
609
– –
-175
610
– –
-1,000
611
– –
-175
612
– –
-1,950
613
– –
-364
614
– –
-1,000
615
– –
-470
616
– –
-69
617
– –
-3,177
618
– –
-117
619
– –
-1,150
620
– –
-3
621
– –
-50
622
– –
-7
623
– –
-8
624
– –
-130
625
– –
-12
23 24
25
26 27