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
$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
451
$12K 0.01%
550
452
$12K 0.01%
68
453
$11.9K 0.01%
45
454
$11.9K 0.01%
193
-82
455
$11.9K 0.01%
170
456
$11.7K 0.01%
1,550
457
$11.7K 0.01%
409
+6
458
$11.6K 0.01%
51
459
$11.5K 0.01%
1,156
+100
460
$11.5K 0.01%
82
461
$11.5K 0.01%
270
462
$11.5K 0.01%
192
-41
463
$11.4K 0.01%
678
464
$11.1K 0.01%
244
465
$10.9K ﹤0.01%
67
466
$10.8K ﹤0.01%
500
467
$10.7K ﹤0.01%
300
468
$10.6K ﹤0.01%
259
+2
469
$10.5K ﹤0.01%
106
470
$10.5K ﹤0.01%
110
471
$10.4K ﹤0.01%
270
472
$10.4K ﹤0.01%
1,545
473
$10.2K ﹤0.01%
50
+10
474
$9.84K ﹤0.01%
81
475
$9.81K ﹤0.01%
533