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
$805M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.33M
3
+$2.32M
4
T icon
AT&T
T
+$1.35M
5
JPM icon
JPMorgan Chase
JPM
+$449K

Top Sells

1
+$2.11M
2
+$942K
3
+$672K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$653K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$609K

Sector Composition

1 Industrials 22.91%
2 Financials 10.72%
3 Consumer Staples 9.87%
4 Healthcare 9.37%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 1.45%
139,209
-2,242
27
$11.6M 1.44%
234,191
-2,578
28
$10.6M 1.32%
167,374
+2,795
29
$10.2M 1.27%
185,753
-7,782
30
$10.2M 1.27%
210,800
+2,696
31
$10.2M 1.27%
851,286
-26,437
32
$10M 1.25%
85,325
-2,849
33
$9.89M 1.23%
89,104
-475
34
$9.64M 1.2%
63,763
-2,800
35
$9.53M 1.18%
104,073
-3,055
36
$9.1M 1.13%
29,341
+1,386
37
$8.78M 1.09%
63,315
-769
38
$8.74M 1.09%
174,543
-5,829
39
$8.67M 1.08%
73,438
-1,550
40
$8.11M 1.01%
105,077
-4,281
41
$8.08M 1%
179,500
-1,460
42
$8.04M 1%
52,995
-25
43
$7.21M 0.9%
153,610
-6,100
44
$6.97M 0.87%
72,991
+4,704
45
$6.31M 0.78%
150,755
-4,593
46
$5.78M 0.72%
107,628
-2,725
47
$5.49M 0.68%
122,057
+2,514
48
$5.11M 0.63%
172,565
+45,474
49
$5.05M 0.63%
30,881
50
$4.93M 0.61%
213,700
+15,000
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