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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
426
$14.3K 0.01%
226
+12
427
$14.2K 0.01%
1,200
428
$14.2K 0.01%
127
429
$14.1K 0.01%
473
430
$14.1K 0.01%
+185
431
$14K 0.01%
+350
432
$13.8K 0.01%
55
433
$13.6K 0.01%
103
-4
434
$13.6K 0.01%
160
+20
435
$13.3K 0.01%
231
-917
436
$13.3K 0.01%
+1,500
437
$13.3K 0.01%
367
438
$13.3K 0.01%
191
439
$13.2K 0.01%
400
440
$13.2K 0.01%
176
441
$13.2K 0.01%
70
442
$13K 0.01%
40
443
$12.8K 0.01%
305
444
$12.7K 0.01%
98
445
$12.7K 0.01%
165
446
$12.6K 0.01%
312
447
$12.6K 0.01%
90
448
$12.5K 0.01%
248
449
$12.3K 0.01%
150
450
$12K 0.01%
637
16 17
18
19 20