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
$1.43B
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.3M 1.21%
177,692
+6,193
27
$16.5M 1.15%
123,889
+5,295
28
$16.3M 1.14%
63,720
+2,141
29
$15.9M 1.11%
45,968
-149
30
$15.6M 1.09%
480,254
-850
31
$14.8M 1.03%
133,875
-310
32
$13.7M 0.96%
36,362
+7,759
33
$13.3M 0.93%
253,368
-3,525
34
$12.9M 0.9%
127,360
+8,166
35
$12.3M 0.86%
207,148
-2,755
36
$11.8M 0.83%
80,702
-848
37
$11.6M 0.81%
154,777
+11,933
38
$11.3M 0.79%
161,932
+10,328
39
$10.5M 0.74%
72,403
40
$10.3M 0.72%
152,401
-325
41
$9.43M 0.66%
109,702
-200
42
$9.09M 0.64%
68,891
+16,785
43
$7.94M 0.55%
22,035
44
$7.65M 0.54%
130,484
-1,218
45
$7.42M 0.52%
34,959
-1,953
46
$7.09M 0.5%
136,030
+129,630
47
$6.85M 0.48%
40,511
+114
48
$6.83M 0.48%
149,974
-2,530
49
$6.75M 0.47%
159,059
-400
50
$6.64M 0.46%
70,095
-5
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