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
$594M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.86M
3
+$1.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
CVX icon
Chevron
CVX
+$832K

Top Sells

1
+$421K
2
+$274K
3
+$240K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$221K
5
LHX icon
L3Harris
LHX
+$217K

Sector Composition

1 Industrials 19.3%
2 Healthcare 11.32%
3 Energy 10.78%
4 Consumer Staples 9.61%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.72M 1.47%
119,976
+25,599
27
$8.65M 1.46%
204,150
-1,400
28
$8.5M 1.43%
275,178
+17,334
29
$8.41M 1.42%
70,717
+6,189
30
$7.88M 1.33%
61,945
-1,890
31
$7.78M 1.31%
757,899
+57,777
32
$7.64M 1.29%
179,876
-284
33
$7.02M 1.18%
173,217
+17,600
34
$6.89M 1.16%
66,900
+2,875
35
$6.82M 1.15%
106,939
-3,130
36
$6.76M 1.14%
97,536
-3,050
37
$6.7M 1.13%
270,875
+29,875
38
$6.68M 1.13%
136,508
+4,901
39
$6.57M 1.11%
328,284
+38,500
40
$6.42M 1.08%
76,180
+2,784
41
$6.28M 1.06%
49,047
-415
42
$5.93M 1%
226,977
+4,575
43
$5.62M 0.95%
82,478
-1,500
44
$5.13M 0.86%
98,121
-1,648
45
$4.69M 0.79%
112,488
-617
46
$4.57M 0.77%
138,105
-12,710
47
$4.34M 0.73%
110,070
-475
48
$4.13M 0.7%
146,704
-1,830
49
$4.13M 0.7%
113,130
+11,290
50
$3.37M 0.57%
40,956
+918
1
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