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
$1.58B
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.75M
3
+$2.35M
4
HEI icon
HEICO Corp
HEI
+$2.21M
5
AFL icon
Aflac
AFL
+$1.6M

Top Sells

1
+$3.12M
2
+$2.05M
3
+$1.95M
4
CERN
Cerner Corp
CERN
+$794K
5
META icon
Meta Platforms (Facebook)
META
+$632K

Sector Composition

1 Industrials 16.37%
2 Technology 16.29%
3 Financials 15.99%
4 Consumer Staples 10.19%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.4M 1.29%
182,943
+1,011
27
$20.1M 1.27%
45,508
+334
28
$19M 1.2%
116,560
+1,300
29
$16.9M 1.07%
185,812
+50,355
30
$16.4M 1.04%
265,263
+16,120
31
$16.2M 1.03%
222,348
+15,396
32
$15.9M 1%
63,567
-425
33
$15.2M 0.96%
45,959
+4,430
34
$15.1M 0.95%
151,083
+1,025
35
$14.6M 0.92%
112,352
+699
36
$14.5M 0.92%
94,656
+14,365
37
$14.4M 0.91%
124,816
-16,830
38
$13.5M 0.85%
156,631
+2,301
39
$12.8M 0.81%
156,423
-525
40
$12.8M 0.81%
198,375
+24,850
41
$11M 0.69%
110,964
+700
42
$9.97M 0.63%
22,295
43
$9.86M 0.62%
79,166
+466
44
$9.5M 0.6%
70,608
45
$8.34M 0.53%
100,933
-2,292
46
$8.3M 0.52%
160,317
+3,400
47
$7.68M 0.49%
147,089
-2,611
48
$7.16M 0.45%
126,196
-3,763
49
$6.78M 0.43%
34,844
-215
50
$6.66M 0.42%
161,623
+2,455
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