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
376
$26K 0.01%
+75
377
$25.8K 0.01%
1,203
+101
378
$25.5K 0.01%
527
+35
379
$25.2K 0.01%
218
380
$25.2K 0.01%
1,801
+630
381
$25K 0.01%
1,670
382
$24.6K 0.01%
200
383
$23.9K 0.01%
500
384
$23.8K 0.01%
657
+217
385
$23.8K 0.01%
5,063
+2,763
386
$23.4K 0.01%
403
387
$23.3K 0.01%
45
388
$23.3K 0.01%
1,136
+14
389
$23.2K 0.01%
428
390
$23.1K 0.01%
1,100
391
$22.8K 0.01%
243
392
$22.7K 0.01%
690
393
$22.7K 0.01%
15
394
$22.6K 0.01%
375
+31
395
$22.3K 0.01%
754
396
$22.3K 0.01%
308
397
$22.3K 0.01%
152
398
$22.3K 0.01%
360
399
$22.2K 0.01%
1,071
400
$22K 0.01%
187