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%
+12
577
$2K ﹤0.01%
+252
578
$2K ﹤0.01%
+100
579
$2K ﹤0.01%
+21
580
$2K ﹤0.01%
+22
581
$2K ﹤0.01%
+7
582
$2K ﹤0.01%
+48
583
$2K ﹤0.01%
+35
584
$2K ﹤0.01%
+24
585
$2K ﹤0.01%
+20
586
$2K ﹤0.01%
+26
587
$2K ﹤0.01%
+66
588
$2K ﹤0.01%
+49
589
$2K ﹤0.01%
+19
590
$2K ﹤0.01%
+632
591
$2K ﹤0.01%
+48
592
$2K ﹤0.01%
+15
593
$2K ﹤0.01%
+724
594
$2K ﹤0.01%
+46
595
$2K ﹤0.01%
+600
596
$2K ﹤0.01%
+27
597
$1K ﹤0.01%
+10
598
$1K ﹤0.01%
+120
599
$1K ﹤0.01%
+19
600
$1K ﹤0.01%
+23
22 23
24
25 26