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
$243M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Sells

1 +$230K
2 +$202K
3 +$152K
4
CSX icon
CSX Corp
CSX
+$120K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$113K

Sector Composition

1 Technology 16.49%
2 Financials 6.51%
3 Healthcare 4.63%
4 Consumer Discretionary 4.44%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$33.1K 0.01%
850
352
$33.1K 0.01%
3,646
+1,300
353
$32.9K 0.01%
353
+1
354
$32.7K 0.01%
270
355
$32.6K 0.01%
169
356
$32.3K 0.01%
90
357
$32.2K 0.01%
271
358
$32.1K 0.01%
652
+9
359
$31.8K 0.01%
125
360
$31.3K 0.01%
190
361
$31.3K 0.01%
100
+50
362
$30.8K 0.01%
779
363
$30.7K 0.01%
242
364
$30.6K 0.01%
98
365
$29.8K 0.01%
+296
366
$29.7K 0.01%
1,019
367
$29.6K 0.01%
591
368
$29.4K 0.01%
190
369
$29.2K 0.01%
1,120
-486
370
$28K 0.01%
1,005
+5
371
$27.9K 0.01%
48
372
$27.8K 0.01%
663
373
$27.8K 0.01%
625
374
$26.2K 0.01%
27
375
$26.1K 0.01%
2,400