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
$177M
AUM Growth
+$114K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Sells

1 +$80.5K
2 +$70.3K
3 +$68K
4
T icon
AT&T
T
+$42K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$38.9K

Sector Composition

1 Technology 16.26%
2 Financials 6.31%
3 Communication Services 5.51%
4 Healthcare 5.39%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
200
527
$7K ﹤0.01%
163
528
$7K ﹤0.01%
+425
529
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16
530
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162
+85
531
$7K ﹤0.01%
+15
532
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1,000
-1,200
533
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49
+14
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$7K ﹤0.01%
100
535
$7K ﹤0.01%
+285
536
$7K ﹤0.01%
124
537
$7K ﹤0.01%
47
538
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+45
539
$7K ﹤0.01%
90
540
$7K ﹤0.01%
150
541
$7K ﹤0.01%
497
542
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+100
543
$7K ﹤0.01%
93
544
$6K ﹤0.01%
+340
545
$6K ﹤0.01%
62
546
$6K ﹤0.01%
101
547
$6K ﹤0.01%
192
+85
548
$6K ﹤0.01%
25
549
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36
550
$6K ﹤0.01%
+370