CHP
Cable Hill Partners Portfolio holdings
AUM
$1.02B
1-Year Return
8.59%
This Quarter Return
-1.04%
1 Year Return
+8.59%
3 Year Return
+20.32%
5 Year Return
+87.6%
10 Year Return
+138.15%
AUM
$231M
AUM Growth
+$1.17M
(+0.51%)
Cap. Flow
+$8.58M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
79.94%
Holding
1,021
New
68
Increased
103
Reduced
295
Closed
109
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$9.11M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$6.29M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.49M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.98M |
| 5 |
Vanguard Value ETF
VTV
|
+$577K |
Top Sells
Sector Composition
| 1 | Financials | 8.38% |
| 2 | Technology | 4.59% |
| 3 | Healthcare | 2.84% |
| 4 | Consumer Discretionary | 1.91% |
| 5 | Energy | 1.87% |
