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
$1.47B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$907K
3
+$799K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$576K
5
BAC icon
Bank of America
BAC
+$412K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$751K
5
CRM icon
Salesforce
CRM
+$541K

Sector Composition

1 Industrials 16.94%
2 Financials 15.54%
3 Technology 13.88%
4 Consumer Staples 10.52%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 1.26%
469,528
-27,953
27
$18.3M 1.25%
184,617
+312
28
$18.3M 1.25%
177,434
-567
29
$17.7M 1.21%
170,236
+670
30
$17.7M 1.21%
149,728
-551
31
$17.5M 1.19%
459,455
32
$17.2M 1.18%
270,969
+1,361
33
$15.8M 1.08%
112,316
+552
34
$15.8M 1.08%
219,219
-753
35
$15.7M 1.07%
218,306
+877
36
$15.1M 1.03%
43,879
-1,315
37
$14.4M 0.98%
93,821
-135
38
$11.6M 0.79%
21,313
39
$11M 0.75%
99,876
-100
40
$11M 0.75%
108,775
-225
41
$10.8M 0.74%
409,133
-29,061
42
$8.87M 0.61%
105,625
-5,668
43
$8.3M 0.57%
70,944
44
$7.92M 0.54%
154,549
45
$7.25M 0.49%
33,816
-595
46
$7.12M 0.49%
71,021
-2,141
47
$7.12M 0.49%
13,877
48
$6.96M 0.47%
97,674
-10,540
49
$6.79M 0.46%
67,081
+241
50
$6.22M 0.42%
136,004
-1,875
1
2
3 4 5