CHP
Cable Hill Partners Portfolio holdings
AUM
$1.02B
1-Year Return
8.59%
This Quarter Return
+3.39%
1 Year Return
+8.59%
3 Year Return
+20.32%
5 Year Return
+87.6%
10 Year Return
+138.15%
AUM
$230M
AUM Growth
+$12.1M
(+5.6%)
Cap. Flow
+$3.06M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
74.69%
Holding
1,082
New
81
Increased
136
Reduced
346
Closed
127
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$652K |
| 2 |
Verizon
VZ
|
$505K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$400K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$370K |
| 5 |
Occidental Petroleum
OXY
|
$342K |
Sector Composition
| 1 | Technology | 5.97% |
| 2 | Healthcare | 3.63% |
| 3 | Energy | 2.19% |
| 4 | Industrials | 2.14% |
| 5 | Consumer Discretionary | 2.08% |