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
426
$17.7K 0.01%
1,000
427
$17.4K 0.01%
40
428
$16.9K 0.01%
+300
429
$16.8K 0.01%
500
430
$16.5K 0.01%
185
431
$16.5K 0.01%
350
432
$16.3K 0.01%
160
433
$16K 0.01%
436
+5
434
$15.9K 0.01%
637
435
$15.9K 0.01%
248
436
$15.6K 0.01%
+200
437
$15.6K 0.01%
45
438
$15K 0.01%
1,253
-12
439
$15K 0.01%
473
440
$14.9K 0.01%
51
441
$14.6K 0.01%
55
442
$14.5K 0.01%
320
+50
443
$14.4K 0.01%
698
444
$14.4K 0.01%
70
445
$14.4K 0.01%
1,670
446
$13.9K 0.01%
643
-92
447
$13.9K 0.01%
600
448
$13.9K 0.01%
400
+50
449
$13.7K 0.01%
67
450
$13.7K 0.01%
176