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
551
$3K ﹤0.01%
+39
552
$3K ﹤0.01%
+180
553
$2K ﹤0.01%
+111
554
$2K ﹤0.01%
+65
555
$2K ﹤0.01%
+31
556
$2K ﹤0.01%
+63
557
$2K ﹤0.01%
+46
558
$2K ﹤0.01%
+87
559
$2K ﹤0.01%
+130
560
$2K ﹤0.01%
+9
561
$2K ﹤0.01%
+15
562
$2K ﹤0.01%
+724
563
$2K ﹤0.01%
+46
564
$2K ﹤0.01%
+600
565
$2K ﹤0.01%
+48
566
$2K ﹤0.01%
+40
567
$2K ﹤0.01%
+12
568
$2K ﹤0.01%
+252
569
$2K ﹤0.01%
+26
570
$2K ﹤0.01%
+66
571
$2K ﹤0.01%
+49
572
$2K ﹤0.01%
+19
573
$2K ﹤0.01%
+632
574
$2K ﹤0.01%
+48
575
$2K ﹤0.01%
+37
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