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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
401
$19.1K 0.01%
636
+213
402
$18.8K 0.01%
1,607
403
$18.7K 0.01%
1,114
+1,000
404
$18.7K 0.01%
212
405
$18.2K 0.01%
594
-433
406
$17.9K 0.01%
1,428
-725
407
$17.9K 0.01%
300
408
$17.8K 0.01%
15
409
$17.7K 0.01%
600
410
$17.2K 0.01%
305
411
$17.2K 0.01%
1,732
412
$17.1K 0.01%
1,118
413
$17.1K 0.01%
657
414
$17.1K 0.01%
385
415
$17K 0.01%
152
416
$16.8K 0.01%
49
-130
417
$16.2K 0.01%
317
418
$16.2K 0.01%
6
419
$15.5K 0.01%
320
+20
420
$15.2K 0.01%
209
421
$15.1K 0.01%
75
422
$15K 0.01%
366
+28
423
$14.9K 0.01%
696
424
$14.8K 0.01%
327
425
$14.7K 0.01%
155
15 16
17
18 19