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
$553M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.35M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$571K
5
APD icon
Air Products & Chemicals
APD
+$485K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$1.12M
4
DUK icon
Duke Energy
DUK
+$500K
5
SONN
Sonnet BioTherapeutics
SONN
+$239K

Sector Composition

1 Industrials 19.35%
2 Healthcare 11.8%
3 Energy 10.03%
4 Consumer Staples 9.89%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.51%
35,101
-110
52
$2.78M 0.5%
104,919
+703
53
$2.77M 0.5%
109,038
+3,635
54
$2.69M 0.49%
30,413
55
$2.61M 0.47%
32,958
-100
56
$2.55M 0.46%
60,425
+2,200
57
$2.5M 0.45%
72,423
-600
58
$2.44M 0.44%
25,074
-200
59
$2.42M 0.44%
68,500
-500
60
$2.29M 0.41%
97,075
+6,250
61
$2.09M 0.38%
56,560
-180
62
$2.04M 0.37%
20,250
+400
63
$2.03M 0.37%
82,214
-2,251
64
$2.01M 0.36%
31,543
-526
65
$2M 0.36%
73,089
-400
66
$1.8M 0.33%
93,940
+588
67
$1.79M 0.32%
48,760
+1,200
68
$1.72M 0.31%
28,380
69
$1.67M 0.3%
32,298
+162
70
$1.64M 0.3%
26,225
-250
71
$1.58M 0.29%
17,360
72
$1.58M 0.29%
61,929
-3,000
73
$1.49M 0.27%
15,000
74
$1.47M 0.27%
59,785
-500
75
$1.45M 0.26%
25,895
-100
1 2
3
4 5