CDH

Charles D. Hyman Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.87M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.66M
5
MRK icon
Merck
MRK
+$1.37M

Top Sells

1
+$679K
2
+$626K
3
+$533K
4
TR icon
Tootsie Roll Industries
TR
+$408K
5
META icon
Meta Platforms (Facebook)
META
+$399K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$209K 0.02%
4,150
227
$201K 0.01%
14,364
-4,490
228
$198K 0.01%
10,596
229
$179K 0.01%
13,400
230
$166K 0.01%
10,666
231
$84K 0.01%
1,596
232
– –
-1,020
233
– –
-13,830
234
– –
-15,942
235
– –
-3,660
6 7 8 9
10