CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
-11.55%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.37B
AUM Growth
+$1.37B
(-13%)
Cap. Flow
+$8.74M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
36.74%
Holding
248
New
7
Increased
63
Reduced
57
Closed
11
Top Buys
| 1 |
Home Depot
HD
|
$1.26M |
| 2 |
Salesforce
CRM
|
$914K |
| 3 |
Mastercard
MA
|
$415K |
| 4 |
Microsoft
MSFT
|
$389K |
| 5 |
Aflac
AFL
|
$318K |
Top Sells
| 1 |
ANAT
American National Group, Inc. Common Stock
ANAT
|
$2.33M |
| 2 |
PayPal
PYPL
|
$815K |
| 3 |
ProShares UltraShort S&P500
SDS
|
$703K |
| 4 |
Eli Lilly
LLY
|
$597K |
| 5 |
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% |
