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
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.02M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.58M
5
HD icon
Home Depot
HD
+$1.39M

Top Sells

1
+$749K
2
+$667K
3
+$533K
4
META icon
Meta Platforms (Facebook)
META
+$436K
5
TR icon
Tootsie Roll Industries
TR
+$408K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 1.27%
47,007
-772
27
$16.8M 1.23%
174,235
+4,251
28
$15.9M 1.17%
483,229
+27,325
29
$15.2M 1.11%
119,201
-198
30
$14.6M 1.07%
94,560
+8,240
31
$14.3M 1.04%
130,475
+3,059
32
$13.8M 1.01%
85,467
-1,153
33
$13.7M 1%
259,508
+1,175
34
$13.5M 0.99%
213,394
35
$12.9M 0.94%
122,994
+2,424
36
$12.5M 0.92%
153,739
+4,585
37
$10.8M 0.79%
147,024
+18,567
38
$9.55M 0.7%
71,903
+200
39
$8.65M 0.63%
111,967
-3,270
40
$8.24M 0.6%
155,636
-1,814
41
$8.11M 0.59%
158,598
-6,492
42
$7.99M 0.59%
36,812
43
$7.78M 0.57%
133,452
-1,750
44
$7.47M 0.55%
40,475
+1,376
45
$7.21M 0.53%
22,040
+3,025
46
$7.13M 0.52%
22,035
47
$6.78M 0.5%
53,886
-1,515
48
$6.42M 0.47%
114,985
-11,943
49
$6.25M 0.46%
70,460
-2,325
50
$6.25M 0.46%
57,904
-200
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