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
$226M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1 +$557K
2 +$426K
3 +$397K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$248K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$226K

Top Sells

1 +$588K
2 +$279K
3 +$258K
4
MSFT icon
Microsoft
MSFT
+$223K
5
VZ icon
Verizon
VZ
+$206K

Sector Composition

1 Technology 17.39%
2 Financials 6.22%
3 Consumer Discretionary 4.73%
4 Healthcare 4.53%
5 Consumer Staples 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$15.7K 0.01%
+431
427
$15.4K 0.01%
165
428
$15.3K 0.01%
60
+10
429
$15K 0.01%
473
430
$15K 0.01%
160
431
$15K 0.01%
248
432
$14.9K 0.01%
350
433
$14.9K 0.01%
185
434
$14.6K 0.01%
440
-217
435
$14.5K 0.01%
1,670
-1,038
436
$14.3K 0.01%
25
437
$14.1K 0.01%
637
438
$14K 0.01%
45
439
$13.7K 0.01%
+100
440
$13.7K 0.01%
350
+75
441
$13.7K 0.01%
1,265
+56
442
$13.7K 0.01%
780
443
$13.6K 0.01%
176
444
$13.6K 0.01%
698
445
$13.5K 0.01%
40
446
$13.5K 0.01%
68
447
$13.4K 0.01%
312
448
$13.3K 0.01%
70
449
$13.2K 0.01%
51
450
$12.9K 0.01%
155