CHA
Carmichael Hill & Associates Portfolio holdings
AUM
$271M
1-Year Return
30.8%
This Quarter Return
+6.15%
1 Year Return
+30.8%
3 Year Return
+37.47%
5 Year Return
+98.16%
10 Year Return
–
AUM
$90.7M
AUM Growth
–
Cap. Flow
+$90.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
118
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$4.87M |
| 2 |
Apple
AAPL
|
$4.16M |
| 3 |
Johnson & Johnson
JNJ
|
$3.89M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$3.41M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$2.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Healthcare | 8.03% |
| 3 | Financials | 6.9% |
| 4 | Consumer Staples | 6.86% |
| 5 | Communication Services | 6.66% |
