CHP
Cable Hill Partners Portfolio holdings
AUM
$1.02B
This Quarter Return
+2.73%
1 Year Return
+8.59%
3 Year Return
+20.32%
5 Year Return
+87.6%
10 Year Return
+138.15%
AUM
$289M
AUM Growth
+$289M
(-4.1%)
Cap. Flow
-$19.4M
Cap. Flow
% of AUM
-6.69%
Top 10 Holdings %
Top 10 Hldgs %
81.48%
Holding
838
New
–
Increased
30
Reduced
68
Closed
722
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$2.68M |
| 2 |
Vanguard Growth ETF
VUG
|
$2.44M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.26M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.84M |
| 5 |
Apple
AAPL
|
$577K |
Top Sells
Sector Composition
| 1 | Technology | 5.04% |
| 2 | Financials | 4.25% |
| 3 | Healthcare | 3.39% |
| 4 | Consumer Discretionary | 1.98% |
| 5 | Consumer Staples | 1.46% |
