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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.01%
5,500
227
$213K 0.01%
+270
228
$205K 0.01%
+1,181
229
$203K 0.01%
3,107
230
$201K 0.01%
729
-200
231
$201K 0.01%
9,100
232
$185K 0.01%
16,500
233
$168K 0.01%
18,123
234
– –
0
235
$29K ﹤0.01%
1,596
236
$14K ﹤0.01%
30,000
237
– –
-5,644
238
– –
-4,553
239
– –
-1,718
240
– –
-3,800
241
– –
-1,961
242
– –
-13,400
243
– –
-2,888
244
– –
-1,475
245
– –
-89,963
246
– –
-1,558
247
– –
-12,525
6 7 8 9
10