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
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$979K
3
+$453K
4
MSFT icon
Microsoft
MSFT
+$411K
5
AFL icon
Aflac
AFL
+$339K

Top Sells

1
+$2.33M
2
+$1.01M
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$552K
5
AMZN icon
Amazon
AMZN
+$531K

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
– –
-6,300
239
– –
-2,682
240
– –
-858
241
– –
-5,521
242
– –
-5,290
243
– –
-12,312
244
– –
-2,418
245
– –
-5,483
246
– –
-6,049
247
– –
-3,754
248
– –
-995
6 7 8 9
10