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CHA

Carmichael Hill & Associates Portfolio holdings

AUM $271M
1-Year Est. Return 32.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$114K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$184K
2
+$133K
3
+$126K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$120K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$88.8K

Top Sells

1
+$80.2K
2
+$69.7K
3
+$68K
4
T icon
AT&T
T
+$43.2K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$40.3K

Sector Composition

1 Technology 16.25%
2 Financials 6.32%
3 Communication Services 5.51%
4 Healthcare 5.39%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
35
652
$1K ﹤0.01%
6
653
$1K ﹤0.01%
+3
654
$1K ﹤0.01%
+1
655
$1K ﹤0.01%
35
656
$1K ﹤0.01%
15
657
$1K ﹤0.01%
10
658
$1K ﹤0.01%
100
659
$1K ﹤0.01%
20
660
$1K ﹤0.01%
7
661
$1K ﹤0.01%
64
662
$1K ﹤0.01%
11
663
$1K ﹤0.01%
80
664
$1K ﹤0.01%
6
+1
665
$1K ﹤0.01%
63
666
$1K ﹤0.01%
30
667
$1K ﹤0.01%
54
668
$1K ﹤0.01%
37
669
$1K ﹤0.01%
17
670
$1K ﹤0.01%
30
671
$1K ﹤0.01%
+50
672
$1K ﹤0.01%
1
673
– –
0
674
– –
-15
675
$0 ﹤0.01%
20
25 26
27
28 29