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
576
$2K ﹤0.01%
+103
577
$2K ﹤0.01%
+20
578
$2K ﹤0.01%
+48
579
$2K ﹤0.01%
+97
580
$2K ﹤0.01%
+41
581
$2K ﹤0.01%
+303
582
$2K ﹤0.01%
+61
583
$2K ﹤0.01%
+62
584
$2K ﹤0.01%
+40
585
$2K ﹤0.01%
+57
586
$2K ﹤0.01%
+11
587
$2K ﹤0.01%
+30
588
$2K ﹤0.01%
+100
589
$2K ﹤0.01%
+21
590
$2K ﹤0.01%
+22
591
$2K ﹤0.01%
+7
592
$2K ﹤0.01%
+48
593
$2K ﹤0.01%
+35
594
$2K ﹤0.01%
+24
595
$2K ﹤0.01%
+20
596
$2K ﹤0.01%
+27
597
$1K ﹤0.01%
+21
598
$1K ﹤0.01%
+70
599
$1K ﹤0.01%
+10
600
$1K ﹤0.01%
+120
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