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
551
$4.05K ﹤0.01%
39
-790
552
$4.01K ﹤0.01%
19
553
$4K ﹤0.01%
19
554
$3.94K ﹤0.01%
55
555
$3.89K ﹤0.01%
22
556
$3.86K ﹤0.01%
192
557
$3.83K ﹤0.01%
20
558
$3.79K ﹤0.01%
20
559
$3.77K ﹤0.01%
120
560
$3.69K ﹤0.01%
58
561
$3.61K ﹤0.01%
186
562
$3.46K ﹤0.01%
53
563
$3.44K ﹤0.01%
30
564
$3.43K ﹤0.01%
43
565
$3.41K ﹤0.01%
+100
566
$3.34K ﹤0.01%
133
567
$3.33K ﹤0.01%
200
568
$3.32K ﹤0.01%
71
569
$3.28K ﹤0.01%
212
570
$3.25K ﹤0.01%
50
571
$3.25K ﹤0.01%
48
572
$2.97K ﹤0.01%
49
573
$2.86K ﹤0.01%
289
574
$2.85K ﹤0.01%
+300
575
$2.84K ﹤0.01%
20
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