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
$594M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.86M
3
+$1.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
CVX icon
Chevron
CVX
+$832K

Top Sells

1
+$421K
2
+$274K
3
+$240K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$221K
5
LHX icon
L3Harris
LHX
+$217K

Sector Composition

1 Industrials 19.3%
2 Healthcare 11.32%
3 Energy 10.78%
4 Consumer Staples 9.61%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.28M 0.55%
72,326
+11,901
52
$2.99M 0.5%
34,901
-200
53
$2.95M 0.5%
25,024
-50
54
$2.81M 0.47%
105,356
+437
55
$2.67M 0.45%
32,958
56
$2.66M 0.45%
29,994
-419
57
$2.66M 0.45%
70,648
-1,775
58
$2.65M 0.45%
104,563
-4,475
59
$2.56M 0.43%
68,500
60
$2.56M 0.43%
102,775
+5,700
61
$2.31M 0.39%
99,220
+5,280
62
$2.19M 0.37%
56,560
63
$2.14M 0.36%
20,250
64
$1.96M 0.33%
31,543
65
$1.88M 0.32%
71,489
-1,600
66
$1.88M 0.32%
48,560
-200
67
$1.77M 0.3%
26,125
-100
68
$1.75M 0.29%
82,002
-212
69
$1.7M 0.29%
32,300
+2
70
$1.68M 0.28%
115,250
+13,300
71
$1.67M 0.28%
16,972
-388
72
$1.64M 0.28%
28,380
73
$1.61M 0.27%
15,000
74
$1.55M 0.26%
61,929
75
$1.54M 0.26%
17,650
1 2
3
4 5