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
$553M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.35M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$571K
5
APD icon
Air Products & Chemicals
APD
+$485K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$1.12M
4
DUK icon
Duke Energy
DUK
+$500K
5
SONN icon
Sonnet BioTherapeutics
SONN
+$239K

Sector Composition

1 Industrials 19.35%
2 Healthcare 11.8%
3 Energy 10.03%
4 Consumer Staples 9.89%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.95M 1.44%
205,550
+225
27
$7.55M 1.36%
100,586
-1,050
28
$7.4M 1.34%
62,265
+1,410
29
$7.31M 1.32%
110,069
-630
30
$7.11M 1.28%
64,528
+4,405
31
$6.94M 1.25%
94,377
+18,320
32
$6.76M 1.22%
700,122
+450
33
$6.66M 1.2%
257,844
-4,718
34
$6.66M 1.2%
180,160
-3,225
35
$6.37M 1.15%
155,617
+3,204
36
$6.26M 1.13%
131,607
+21,871
37
$6.22M 1.12%
64,025
+500
38
$6.11M 1.1%
49,462
+1,155
39
$6.01M 1.09%
73,396
-1,800
40
$5.75M 1.04%
222,402
-800
41
$5.7M 1.03%
241,000
+19,400
42
$5.54M 1%
289,784
+2,800
43
$5.45M 0.98%
83,978
-421
44
$4.94M 0.89%
99,769
-1,432
45
$4.64M 0.84%
113,105
-280
46
$4.53M 0.82%
148,534
+703
47
$4.44M 0.8%
110,545
-200
48
$4.43M 0.8%
150,815
-500
49
$3.37M 0.61%
101,840
+3,110
50
$2.96M 0.54%
40,038
+1,783
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