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
$623M
AUM Growth
-$353K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$922K
3
+$803K
4
MMM icon
3M
MMM
+$779K
5
SBUX icon
Starbucks
SBUX
+$777K

Top Sells

1
+$834K
2
+$207K
3
+$201K
4
GLD icon
SPDR Gold Trust
GLD
+$188K
5
EWA icon
iShares MSCI Australia ETF
EWA
+$145K

Sector Composition

1 Industrials 19.17%
2 Healthcare 11.59%
3 Consumer Staples 10.54%
4 Financials 9.18%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.15M 0.67%
103,045
-1,125
52
$3.98M 0.64%
34,910
-300
53
$3.69M 0.59%
80,635
+10
54
$3.5M 0.56%
31,508
55
$3.43M 0.55%
184,264
-4,800
56
$3.34M 0.54%
62,260
+14,500
57
$3.17M 0.51%
106,649
+450
58
$2.9M 0.46%
29,784
59
$2.83M 0.45%
68,673
-775
60
$2.75M 0.44%
102,348
-912
61
$2.67M 0.43%
108,350
+550
62
$2.62M 0.42%
48,520
63
$2.59M 0.42%
104,280
+4,250
64
$2.46M 0.4%
15,000
65
$2.38M 0.38%
24,651
+20,440
66
$2.38M 0.38%
67,500
67
$2.26M 0.36%
20,925
+1,350
68
$2.17M 0.35%
25,440
69
$1.98M 0.32%
22,974
-300
70
$1.97M 0.32%
29,064
+1,150
71
$1.94M 0.31%
32,016
+1,000
72
$1.89M 0.3%
79,009
-349
73
$1.88M 0.3%
71,289
-500
74
$1.85M 0.3%
24,895
-330
75
$1.8M 0.29%
15,550
+7,950
1 2
3
4 5