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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
$226M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1 +$557K
2 +$426K
3 +$397K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$248K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$226K

Top Sells

1 +$588K
2 +$279K
3 +$258K
4
MSFT icon
Microsoft
MSFT
+$223K
5
VZ icon
Verizon
VZ
+$206K

Sector Composition

1 Technology 17.39%
2 Financials 6.22%
3 Consumer Discretionary 4.73%
4 Healthcare 4.53%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$30.5K 0.01%
200
352
$30.2K 0.01%
643
-241
353
$30K 0.01%
352
+1
354
$29.6K 0.01%
850
355
$29.2K 0.01%
1,019
+168
356
$28.6K 0.01%
277
+167
357
$27.8K 0.01%
125
358
$27.6K 0.01%
591
359
$26.6K 0.01%
995
360
$26.5K 0.01%
625
361
$26.4K 0.01%
243
362
$26.3K 0.01%
190
363
$26.3K 0.01%
1,000
+364
364
$26K 0.01%
242
365
$25.9K 0.01%
190
-37
366
$25.5K 0.01%
218
367
$25.5K 0.01%
48
368
$25.3K 0.01%
2,400
369
$24.9K 0.01%
1,095
+11
370
$24.6K 0.01%
1,122
+12
371
$24.6K 0.01%
428
+36
372
$24.5K 0.01%
1,670
373
$23.8K 0.01%
200
374
$23.8K 0.01%
669
+6
375
$23.7K 0.01%
1,102
+1