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
476
$9.79K ﹤0.01%
263
-81
477
$9.77K ﹤0.01%
1,081
478
$9.76K ﹤0.01%
50
479
$9.4K ﹤0.01%
277
480
$9.24K ﹤0.01%
+1,400
481
$9.16K ﹤0.01%
2,450
+58
482
$9.12K ﹤0.01%
200
-132
483
$9.08K ﹤0.01%
1,465
484
$8.92K ﹤0.01%
19
-4
485
$8.8K ﹤0.01%
228
486
$8.79K ﹤0.01%
212
487
$8.56K ﹤0.01%
90
488
$8.56K ﹤0.01%
73
489
$8.51K ﹤0.01%
604
+152
490
$8.47K ﹤0.01%
232
491
$8.41K ﹤0.01%
329
492
$8.33K ﹤0.01%
800
493
$8.21K ﹤0.01%
300
494
$8.2K ﹤0.01%
300
495
$8.18K ﹤0.01%
172
+10
496
$8.13K ﹤0.01%
143
497
$7.98K ﹤0.01%
15
498
$7.98K ﹤0.01%
161
499
$7.82K ﹤0.01%
178
500
$7.82K ﹤0.01%
50
18 19
20
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