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
$176M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.21%
2 Financials 6.53%
3 Healthcare 5.89%
4 Consumer Staples 4.93%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$1K ﹤0.01%
100
652
$1K ﹤0.01%
+3
653
$1K ﹤0.01%
+53
654
$1K ﹤0.01%
20
655
$1K ﹤0.01%
+9
656
$1K ﹤0.01%
+18
657
$1K ﹤0.01%
+19
658
$1K ﹤0.01%
7
659
$1K ﹤0.01%
23
660
$1K ﹤0.01%
+3
661
$1K ﹤0.01%
100
662
$1K ﹤0.01%
+43
663
$1K ﹤0.01%
100
664
$1K ﹤0.01%
64
665
$1K ﹤0.01%
18
-218
666
$1K ﹤0.01%
+4
667
$1K ﹤0.01%
+6
668
$1K ﹤0.01%
9
669
$1K ﹤0.01%
+7
670
$1K ﹤0.01%
19
671
$1K ﹤0.01%
+25
672
$1K ﹤0.01%
180
673
$1K ﹤0.01%
525
674
$1K ﹤0.01%
+18
675
$1K ﹤0.01%
128