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
$805M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.33M
3
+$2.32M
4
T icon
AT&T
T
+$1.35M
5
JPM icon
JPMorgan Chase
JPM
+$449K

Top Sells

1
+$2.11M
2
+$942K
3
+$672K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$653K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$609K

Sector Composition

1 Industrials 22.91%
2 Financials 10.72%
3 Consumer Staples 9.87%
4 Healthcare 9.37%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.87M 0.6%
16,916
+50
52
$4.77M 0.59%
75,329
-2,055
53
$4.75M 0.59%
+167,415
54
$4.74M 0.59%
65,008
-2,100
55
$4.26M 0.53%
125,168
-1,643
56
$4.14M 0.51%
42,012
-2,300
57
$4.03M 0.5%
119,037
-8,743
58
$4M 0.5%
32,686
-125
59
$3.99M 0.5%
29,391
+112
60
$3.37M 0.42%
27,674
-1,505
61
$3.35M 0.42%
72,795
62
$3.06M 0.38%
91,554
-6,600
63
$2.89M 0.36%
144,876
-400
64
$2.76M 0.34%
122,982
-5,900
65
$2.64M 0.33%
17,837
66
$2.63M 0.33%
13,879
+81
67
$2.54M 0.32%
62,419
-2,000
68
$2.41M 0.3%
46,445
69
$2.39M 0.3%
124,595
-243
70
$2.34M 0.29%
92,085
-1,795
71
$2.33M 0.29%
+36,454
72
$2.32M 0.29%
+16,592
73
$2.13M 0.26%
23,969
+1,200
74
$2.09M 0.26%
39,241
75
$2M 0.25%
15,120
1 2
3
4 5