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
$134M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$626K
3
+$563K
4
MAR icon
Marriott International
MAR
+$318K
5
BMY icon
Bristol-Myers Squibb
BMY
+$316K

Top Sells

1
+$148K
2
+$138K
3
+$116K
4
VV icon
Vanguard Large-Cap ETF
VV
+$93.6K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.6K

Sector Composition

1 Technology 13.04%
2 Financials 6.89%
3 Healthcare 6.39%
4 Consumer Staples 5.75%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
+75
527
$4K ﹤0.01%
+28
528
$4K ﹤0.01%
+45
529
$4K ﹤0.01%
+268
530
$3K ﹤0.01%
+64
531
$3K ﹤0.01%
+60
532
$3K ﹤0.01%
+110
533
$3K ﹤0.01%
+5
534
$3K ﹤0.01%
+910
535
$3K ﹤0.01%
+208
536
$3K ﹤0.01%
+46
537
$3K ﹤0.01%
+55
538
$3K ﹤0.01%
+6
539
$3K ﹤0.01%
+14
540
$3K ﹤0.01%
+17
541
$3K ﹤0.01%
+59
542
$3K ﹤0.01%
+132
543
$3K ﹤0.01%
+62
544
$3K ﹤0.01%
+84
545
$3K ﹤0.01%
+78
546
$3K ﹤0.01%
+51
547
$3K ﹤0.01%
+175
548
$3K ﹤0.01%
+23
549
$3K ﹤0.01%
+33
550
$3K ﹤0.01%
+51
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