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
$868M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.51M
3
+$1.14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$786K
5
PYPL icon
PayPal
PYPL
+$756K

Top Sells

1
+$1.13M
2
+$1.04M
3
+$468K
4
BA icon
Boeing
BA
+$403K
5
CBRL icon
Cracker Barrel
CBRL
+$382K

Sector Composition

1 Industrials 23.33%
2 Financials 12.53%
3 Technology 8.91%
4 Consumer Staples 8.82%
5 Healthcare 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.56%
180,651
+2,222
52
$4.77M 0.55%
34,341
+1,355
53
$4.74M 0.55%
118,692
-5,479
54
$4.59M 0.53%
169,415
55
$4.54M 0.52%
144,359
-3,760
56
$4.54M 0.52%
65,349
-6,739
57
$4.52M 0.52%
63,021
-1,163
58
$4.46M 0.51%
127,518
+2,200
59
$4.22M 0.49%
55,609
+9,965
60
$4.16M 0.48%
30,026
+635
61
$3.97M 0.46%
117,919
-1,656
62
$3.74M 0.43%
37,245
+511
63
$3.49M 0.4%
27,755
-200
64
$3.15M 0.36%
91,554
-650
65
$3.07M 0.35%
46,145
-300
66
$3.05M 0.35%
13,879
67
$2.8M 0.32%
151,104
+6,063
68
$2.8M 0.32%
17,845
+8
69
$2.64M 0.3%
119,832
-2,700
70
$2.47M 0.28%
59,249
-2,970
71
$2.35M 0.27%
39,241
72
$2.31M 0.27%
17,070
-100
73
$2.3M 0.27%
17,780
+2,625
74
$2.3M 0.27%
90,580
-500
75
$2.13M 0.25%
16,592
1 2
3
4 5