CHA

Carmichael Hill & Associates Portfolio holdings

AUM $271M
1-Year Est. Return 30.8%
This Quarter Est. Return
1 Year Est. Return
+30.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.01%
2 Financials 6.76%
3 Healthcare 5.84%
4 Consumer Staples 5.03%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$23.7K 0.01%
1,070
+11
352
$23.7K 0.01%
503
+1
353
$23.5K 0.01%
690
354
$23.4K 0.01%
191
355
$23.4K 0.01%
2,346
356
$23.1K 0.01%
200
357
$23.1K 0.01%
45
358
$23K 0.01%
591
359
$23K 0.01%
300
360
$22.9K 0.01%
319
361
$22.9K 0.01%
348
+2
362
$22.7K 0.01%
175
363
$22.3K 0.01%
300
364
$22.2K 0.01%
2,254
+729
365
$22.1K 0.01%
305
366
$21.9K 0.01%
341
367
$21.9K 0.01%
1,876
368
$21.4K 0.01%
917
369
$21.1K 0.01%
212
370
$21K 0.01%
2,000
371
$20.9K 0.01%
452
-6,730
372
$20.7K 0.01%
641
+5
373
$20.7K 0.01%
559
374
$20.4K 0.01%
360
375
$20.3K 0.01%
249