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
401
$12K 0.01%
+108
402
$12K 0.01%
+400
403
$12K 0.01%
+758
404
$12K 0.01%
+86
405
$12K 0.01%
+89
406
$12K 0.01%
+170
407
$12K 0.01%
+125
408
$12K 0.01%
+551
409
$11K 0.01%
+178
410
$11K 0.01%
+36
411
$11K 0.01%
+570
412
$11K 0.01%
+130
413
$11K 0.01%
+133
414
$11K 0.01%
+250
415
$11K 0.01%
+600
416
$11K 0.01%
+100
417
$11K 0.01%
+225
418
$11K 0.01%
+10
419
$11K 0.01%
+1,102
420
$11K 0.01%
+109
421
$10K 0.01%
+139
422
$10K 0.01%
+144
423
$10K 0.01%
+250
424
$10K 0.01%
+550
425
$10K 0.01%
+1,500
15 16
17
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