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
$180M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.01%
2 Financials 6.76%
3 Healthcare 5.84%
4 Consumer Staples 5.03%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$12.6K 0.01%
550
427
$12.6K 0.01%
277
428
$12.6K 0.01%
98
429
$12.4K 0.01%
244
430
$12.4K 0.01%
367
-500
431
$12.3K 0.01%
498
-40
432
$12.1K 0.01%
6
433
$11.8K 0.01%
338
434
$11.8K 0.01%
75
435
$11.8K 0.01%
51
436
$11.8K 0.01%
500
437
$11.6K 0.01%
70
438
$11.4K 0.01%
637
-890
439
$11.2K 0.01%
1,010
+1
440
$11.1K 0.01%
140
441
$10.9K 0.01%
248
442
$10.9K 0.01%
678
443
$10.7K 0.01%
23
444
$10.7K 0.01%
55
445
$10.7K 0.01%
45
446
$10.6K 0.01%
379
-70
447
$10.6K 0.01%
533
448
$10.5K 0.01%
165
-48
449
$10.5K 0.01%
200
450
$10.4K 0.01%
191