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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
$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
376
$22.6K 0.01%
491
-945
377
$22.5K 0.01%
655
+11
378
$22.4K 0.01%
200
379
$22.4K 0.01%
1,097
+14
380
$22.2K 0.01%
211
-215
381
$21.9K 0.01%
1,876
382
$21.7K 0.01%
500
383
$21.5K 0.01%
80
+10
384
$21.3K 0.01%
2,346
385
$20.7K 0.01%
637
386
$20.6K 0.01%
245
+10
387
$20.2K 0.01%
2,035
388
$20.2K 0.01%
+300
389
$20.2K 0.01%
360
390
$20K 0.01%
45
391
$19.7K 0.01%
1,650
392
$19.6K 0.01%
27
393
$19.5K 0.01%
580
394
$19.5K 0.01%
662
-1,344
395
$19.5K 0.01%
1,411
396
$19.4K 0.01%
759
+200
397
$19.3K 0.01%
249
398
$19.3K 0.01%
2,000
399
$19.3K 0.01%
344
400
$19.2K 0.01%
831
+218
14 15
16
17 18