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
401
$21.8K 0.01%
6
402
$21.8K 0.01%
831
+17
403
$21.7K 0.01%
212
404
$21.3K 0.01%
103
405
$21.2K 0.01%
922
-196
406
$21.2K 0.01%
500
407
$21.1K 0.01%
245
408
$21K 0.01%
+461
409
$21K 0.01%
1,650
410
$20.9K 0.01%
2,035
411
$20.6K 0.01%
575
+2
412
$20.5K 0.01%
390
413
$20.3K 0.01%
2,000
414
$20K 0.01%
186
-21
415
$19.7K 0.01%
662
416
$19.6K 0.01%
300
417
$19.5K 0.01%
1,607
418
$19.5K 0.01%
49
419
$19.2K 0.01%
60
420
$18.9K 0.01%
127
421
$18.6K 0.01%
165
422
$18.5K 0.01%
98
423
$18K 0.01%
25
424
$17.9K 0.01%
1,732
425
$17.9K 0.01%
600