CHP
Cable Hill Partners Portfolio holdings
AUM
$1.02B
1-Year Return
8.59%
This Quarter Return
+0.62%
1 Year Return
+8.59%
3 Year Return
+20.32%
5 Year Return
+87.6%
10 Year Return
+138.15%
AUM
$221M
AUM Growth
+$81.7M
(+59%)
Cap. Flow
+$76.5M
Cap. Flow
% of AUM
34.55%
Top 10 Holdings %
Top 10 Hldgs %
82.55%
Holding
1,014
New
49
Increased
104
Reduced
205
Closed
274
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$37.8M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$25M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$11.8M |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$7.69M |
| 5 |
Vanguard Growth ETF
VUG
|
+$3.03M |
Top Sells
| 1 |
PACW
PacWest Bancorp
PACW
|
+$9.51M |
| 2 |
Exxon Mobil
XOM
|
+$133K |
| 3 |
UN
Unilever NV New York Registry Shares
UN
|
+$116K |
| 4 |
Allstate
ALL
|
+$115K |
| 5 |
Walt Disney
DIS
|
+$86.2K |
Sector Composition
| 1 | Technology | 3.88% |
| 2 | Healthcare | 2.22% |
| 3 | Consumer Discretionary | 1.51% |
| 4 | Energy | 1.5% |
| 5 | Industrials | 1.36% |