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
576
$2.82K ﹤0.01%
470
-6
577
$2.78K ﹤0.01%
120
578
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100
579
$2.77K ﹤0.01%
200
580
$2.75K ﹤0.01%
11
581
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40
582
$2.65K ﹤0.01%
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583
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584
$2.6K ﹤0.01%
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$2.56K ﹤0.01%
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588
$2.52K ﹤0.01%
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589
$2.42K ﹤0.01%
140
-23
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$2.3K ﹤0.01%
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591
$2.22K ﹤0.01%
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592
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595
$2.1K ﹤0.01%
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-132
596
$2.09K ﹤0.01%
124
597
$2.08K ﹤0.01%
12
598
$2.07K ﹤0.01%
14
599
$2.07K ﹤0.01%
30
600
$2.03K ﹤0.01%
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