CHP
Cable Hill Partners Portfolio holdings
AUM
$1.02B
This Quarter Return
+5.32%
1 Year Return
+8.59%
3 Year Return
+20.32%
5 Year Return
+87.6%
10 Year Return
+138.15%
AUM
$332M
AUM Growth
+$332M
(+8.8%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
84.02%
Holding
122
New
15
Increased
30
Reduced
35
Closed
16
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$7.85M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.91M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.36M |
| 4 |
Vanguard Value ETF
VTV
|
$1.32M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.11M |
Top Sells
Sector Composition
| 1 | Financials | 6.35% |
| 2 | Technology | 5.59% |
| 3 | Healthcare | 2.88% |
| 4 | Consumer Discretionary | 1.76% |
| 5 | Consumer Staples | 1.36% |
