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Carmichael Hill & Associates Portfolio holdings
AUM
$282M
1-Year Est. Return
32.52%
This Fund
S&P 500
This Quarter
Est. Return
+6.2%
1 Year Est. Return
+32.52%
3 Year Est. Return
+39.72%
5 Year Est. Return
+107.55%
10 Year Est. Return
–
AUM
$91.3M
AUM Growth
–
Cap. Flow
+$88.5M
Cap. Flow
% of AUM
96.89%
Top 10 Holdings %
Top 10 Hldgs %
32.67%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$4.66M |
| 2 |
Apple
AAPL
|
+$4.11M |
| 3 |
Johnson & Johnson
JNJ
|
+$3.88M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$3.32M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$2.86M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 44.32% |
| 2 | Technology | 11.46% |
| 3 | Healthcare | 7.97% |
| 4 | Financials | 6.85% |
| 5 | Consumer Staples | 6.81% |
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Carmichael Hill & Associates's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Carmichael Hill & Associates, which disclosed 119 positions worth $91.3M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 24,563 shares worth $4.87M.
By sector, the portfolio is most concentrated in Miscellaneous at 44% of assets, followed by Technology and Healthcare.
- Carmichael Hill & Associates's largest Q4 2017 buy was Berkshire Hathaway Class B: 24,563 shares worth $4.87M.
- Carmichael Hill & Associates's ten largest holdings make up 33% of its $91.3M portfolio in Q4 2017.
- Carmichael Hill & Associates disclosed 119 positions in Q4 2017, its first 13F filing on record.
Based on Carmichael Hill & Associates's 13F filing for Q4 2017, filed 7 Feb 2018.