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
$134M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$626K
3
+$563K
4
MAR icon
Marriott International
MAR
+$318K
5
BMY icon
Bristol-Myers Squibb
BMY
+$316K

Top Sells

1
+$148K
2
+$138K
3
+$116K
4
VV icon
Vanguard Large-Cap ETF
VV
+$93.6K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.6K

Sector Composition

1 Technology 13.04%
2 Financials 6.89%
3 Healthcare 6.39%
4 Consumer Staples 5.75%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$14K 0.01%
+1,000
377
$14K 0.01%
+170
378
$14K 0.01%
+49
379
$14K 0.01%
+2,200
380
$14K 0.01%
+240
381
$14K 0.01%
+670
382
$14K 0.01%
+317
383
$14K 0.01%
+281
384
$14K 0.01%
+538
385
$14K 0.01%
+171
386
$14K 0.01%
+73
387
$13K 0.01%
+104
388
$13K 0.01%
+678
389
$13K 0.01%
+265
390
$13K 0.01%
+215
391
$12K 0.01%
+432
392
$12K 0.01%
+600
393
$12K 0.01%
+109
394
$12K 0.01%
+105
395
$12K 0.01%
+6
396
$12K 0.01%
+800
397
$12K 0.01%
+1,500
398
$12K 0.01%
+805
399
$12K 0.01%
+157
400
$12K 0.01%
+105
14 15
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