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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.64M
3
+$1M
4
OGN icon
Organon & Co
OGN
+$462K
5
HD icon
Home Depot
HD
+$433K

Top Sells

1
+$1.15M
2
+$654K
3
+$624K
4
MSFT icon
Microsoft
MSFT
+$570K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$484K

Sector Composition

1 Industrials 16.54%
2 Financials 16.35%
3 Technology 15.87%
4 Consumer Staples 9.42%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.02%
2,100
227
$224K 0.02%
+1,064
228
$222K 0.02%
995
229
$205K 0.01%
+892
230
$204K 0.01%
+5,483
231
$182K 0.01%
13,400
232
$62K ﹤0.01%
1,596
233
– –
-1,042
234
– –
-14,364
235
– –
-1,850
236
– –
-10,666
237
– –
-4,150
6 7 8 9
10