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
$210M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1 +$703K
2 +$651K
3 +$429K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$358K
5
NVDA icon
NVIDIA
NVDA
+$330K

Top Sells

1 +$810K
2 +$684K
3 +$545K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$428K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$358K

Sector Composition

1 Technology 18.02%
2 Financials 6.46%
3 Healthcare 5.04%
4 Consumer Discretionary 4.84%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$28.2K 0.01%
125
352
$28K 0.01%
1,113
+11
353
$27.7K 0.01%
850
354
$27.6K 0.01%
2,667
355
$27.4K 0.01%
191
356
$27.4K 0.01%
+500
357
$27.4K 0.01%
350
+1
358
$26.9K 0.01%
2,396
+76
359
$26.8K 0.01%
243
+50
360
$26K 0.01%
1,300
+41
361
$25.8K 0.01%
625
362
$25.5K 0.01%
591
363
$25.5K 0.01%
300
364
$25.1K 0.01%
218
365
$25.1K 0.01%
5
366
$24.7K 0.01%
169
367
$24.6K 0.01%
608
368
$24.2K 0.01%
448
+2
369
$24K 0.01%
1,084
+6
370
$23.8K 0.01%
242
371
$23.6K 0.01%
400
372
$23.6K 0.01%
1,100
373
$23.4K 0.01%
275
+100
374
$23.1K 0.01%
690
375
$22.8K 0.01%
300