CDH

Charles D. Hyman Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.18%
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
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$914K
3 +$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1 +$2.33M
2 +$815K
3 +$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$215K 0.02%
900
227
$215K 0.02%
1,000
228
$214K 0.02%
1,650
229
$211K 0.02%
+1,475
230
$209K 0.02%
4,553
231
$208K 0.02%
1,822
232
$206K 0.02%
+2,219
233
$206K 0.02%
13,100
234
$177K 0.01%
16,500
235
$154K 0.01%
15,705
-5,861
236
$146K 0.01%
13,400
237
$63K ﹤0.01%
1,596
238
-2,418
239
-5,483
240
-6,049
241
-6,300
242
-2,682
243
-858
244
-18,770
245
-995
246
-5,521
247
-5,290
248
-12,312