CHP
Cable Hill Partners Portfolio holdings
AUM
$1.02B
1-Year Return
8.59%
This Quarter Return
+0.52%
1 Year Return
+8.59%
3 Year Return
+20.32%
5 Year Return
+87.6%
10 Year Return
+138.15%
AUM
$133M
AUM Growth
-$8M
(-5.7%)
Cap. Flow
-$8.55M
Cap. Flow
% of AUM
-6.43%
Top 10 Holdings %
Top 10 Hldgs %
81.05%
Holding
716
New
35
Increased
130
Reduced
179
Closed
35
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$2.1M |
| 2 |
Lam Research
LRCX
|
+$1.13M |
| 3 |
Invesco MSCI Global Timber ETF
CUT
|
+$1.06M |
| 4 |
Vanguard Growth ETF
VUG
|
+$409K |
| 5 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$370K |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
+$11.6M |
| 2 |
Apple
AAPL
|
+$494K |
| 3 |
Edwards Lifesciences
EW
|
+$214K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$152K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$151K |
Sector Composition
| 1 | Technology | 3.87% |
| 2 | Healthcare | 3.31% |
| 3 | Consumer Discretionary | 2.95% |
| 4 | Energy | 2.08% |
| 5 | Industrials | 1.74% |
