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
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.02M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.58M
5
HD icon
Home Depot
HD
+$1.39M

Top Sells

1
+$749K
2
+$667K
3
+$533K
4
META icon
Meta Platforms (Facebook)
META
+$436K
5
TR icon
Tootsie Roll Industries
TR
+$408K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.17M 0.45%
159,583
+12,533
52
$5.78M 0.42%
33,405
-1,725
53
$5.62M 0.41%
46,891
54
$5.51M 0.4%
152,058
-407
55
$5.06M 0.37%
13,900
-75
56
$5M 0.37%
63,393
57
$4.85M 0.36%
13,507
58
$4.7M 0.34%
18,458
-1,384
59
$4.64M 0.34%
33,387
+750
60
$4.53M 0.33%
30,098
-150
61
$4.23M 0.31%
116,095
-991
62
$4.22M 0.31%
40,760
63
$4.06M 0.3%
114,033
-2,479
64
$4.04M 0.3%
69,060
65
$3.99M 0.29%
174,446
-3,387
66
$3.84M 0.28%
24,008
+200
67
$3.82M 0.28%
73,827
68
$3.79M 0.28%
17,120
69
$3.71M 0.27%
337,267
+8,289
70
$3.63M 0.27%
81,579
-320
71
$3.6M 0.26%
19,085
72
$3.58M 0.26%
47,348
73
$3.31M 0.24%
15,648
74
$3.18M 0.23%
13,171
75
$3.16M 0.23%
69,750
+165
1 2
3
4 5