CHP
Cable Hill Partners Portfolio holdings
AUM
$1.02B
1-Year Return
8.59%
This Quarter Return
+12.34%
1 Year Return
+8.59%
3 Year Return
+20.32%
5 Year Return
+87.6%
10 Year Return
+138.15%
AUM
$304M
AUM Growth
+$25.7M
(+9.2%)
Cap. Flow
-$5.1M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
87.47%
Holding
99
New
8
Increased
19
Reduced
34
Closed
17
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.41M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$841K |
| 3 |
Vanguard Value ETF
VTV
|
$752K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$684K |
| 5 |
Intel
INTC
|
$286K |
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$1.56M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.36M |
| 3 |
Vanguard Growth ETF
VUG
|
$771K |
| 4 |
Amazon
AMZN
|
$725K |
| 5 |
Walt Disney
DIS
|
$724K |
Sector Composition
| 1 | Technology | 7.2% |
| 2 | Financials | 5.09% |
| 3 | Healthcare | 3.3% |
| 4 | Consumer Discretionary | 1.82% |
| 5 | Consumer Staples | 1.01% |
