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
$166M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1 +$201K
2 +$172K
3 +$93.9K
4
VB icon
Vanguard Small-Cap ETF
VB
+$78.8K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$75.3K

Top Sells

1 +$97.1K
2 +$95.2K
3 +$80.7K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$65.1K
5
APPN icon
Appian
APPN
+$59.5K

Sector Composition

1 Technology 15.23%
2 Financials 6.29%
3 Healthcare 5.65%
4 Communication Services 5.44%
5 Consumer Staples 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$1K ﹤0.01%
80
+15
627
$1K ﹤0.01%
+5
628
$1K ﹤0.01%
63
629
$1K ﹤0.01%
24
630
$1K ﹤0.01%
+125
631
$1K ﹤0.01%
30
632
$1K ﹤0.01%
686
+32
633
$1K ﹤0.01%
225
634
$1K ﹤0.01%
6
635
$1K ﹤0.01%
10
636
$1K ﹤0.01%
89
637
$1K ﹤0.01%
15
+3
638
$1K ﹤0.01%
62
639
$1K ﹤0.01%
35
640
$1K ﹤0.01%
13
641
$1K ﹤0.01%
37
642
$1K ﹤0.01%
24
643
$1K ﹤0.01%
+20
644
$1K ﹤0.01%
35
645
$1K ﹤0.01%
17
646
$1K ﹤0.01%
5
647
$1K ﹤0.01%
100
648
$1K ﹤0.01%
20
649
$1K ﹤0.01%
60
650
0