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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 1.16%
61,522
+408
27
$17M 1.06%
456,513
-14,355
28
$16.9M 1.06%
95,582
+1,517
29
$16.6M 1.04%
415,140
-42,830
30
$16.5M 1.03%
273,924
+1,940
31
$16.3M 1.02%
171,411
+875
32
$15.9M 1%
176,895
-287
33
$15.8M 0.99%
226,381
+1,075
34
$15.1M 0.95%
145,811
-2,763
35
$14.9M 0.94%
111,478
-1,125
36
$14.1M 0.88%
107,930
-550
37
$13.9M 0.87%
217,969
+100
38
$13.7M 0.86%
42,628
-1,065
39
$12.9M 0.81%
386,460
-7,367
40
$10.9M 0.68%
101,528
41
$10.7M 0.67%
109,166
-70
42
$9.73M 0.61%
21,348
43
$7.82M 0.49%
70,881
+235
44
$7.6M 0.48%
16,213
+75
45
$7.07M 0.44%
34,051
-125
46
$6.69M 0.42%
233,316
+19,700
47
$6.55M 0.41%
67,074
-330
48
$6.17M 0.39%
13,877
49
$5.96M 0.37%
131,621
-400
50
$5.93M 0.37%
44,860
+12,875
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