CHA
Carmichael Hill & Associates Portfolio holdings
AUM
$271M
1-Year Return
30.8%
This Quarter Return
+7.53%
1 Year Return
+30.8%
3 Year Return
+37.47%
5 Year Return
+98.16%
10 Year Return
–
AUM
$180M
AUM Growth
+$8.52M
(+5%)
Cap. Flow
-$3.2M
Cap. Flow
% of AUM
-1.78%
Top 10 Holdings %
Top 10 Hldgs %
32.13%
Holding
777
New
13
Increased
120
Reduced
157
Closed
80
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 14.01% |
| 2 | Financials | 6.76% |
| 3 | Healthcare | 5.84% |
| 4 | Consumer Staples | 5.03% |
| 5 | Consumer Discretionary | 4.12% |