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
$1.04B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.9M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$5.1M
5
MRK icon
Merck
MRK
+$4.7M

Top Sells

1
+$5.77M
2
+$3.98M
3
+$776K
4
CBRL icon
Cracker Barrel
CBRL
+$627K
5
RTN
Raytheon Company
RTN
+$626K

Sector Composition

1 Technology 16.27%
2 Industrials 16.24%
3 Financials 14.14%
4 Consumer Staples 10.87%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.3M 1.38%
123,617
+14,533
27
$13.2M 1.27%
164,773
+14,162
28
$13.1M 1.26%
236,230
+19,195
29
$12.8M 1.23%
216,904
+28,569
30
$12.2M 1.18%
93,501
-5,949
31
$11.5M 1.11%
160,402
-506
32
$11.4M 1.1%
256,172
+34,884
33
$11.3M 1.09%
126,433
+21,915
34
$9.39M 0.91%
127,630
+14,812
35
$9.26M 0.89%
67,100
+28,340
36
$8.69M 0.84%
141,075
-64,519
37
$7.96M 0.77%
107,873
+63,726
38
$7.63M 0.74%
181,599
+18,303
39
$7.37M 0.71%
164,891
+59
40
$7.01M 0.68%
71,528
+18,089
41
$6.9M 0.67%
22,452
+3,800
42
$6.66M 0.64%
169,693
+20,035
43
$5.97M 0.58%
59,871
-2,107
44
$5.75M 0.55%
153,018
+5,511
45
$5.44M 0.52%
37,630
+3,658
46
$5.17M 0.5%
73,785
-1,190
47
$4.9M 0.47%
66,880
+19,533
48
$4.87M 0.47%
43,950
-5,650
49
$4.76M 0.46%
153,451
+20,519
50
$4.46M 0.43%
39,953
+281
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