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
$1.58B
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.75M
3
+$2.35M
4
HEI icon
HEICO Corp
HEI
+$2.21M
5
AFL icon
Aflac
AFL
+$1.6M

Top Sells

1
+$3.12M
2
+$2.05M
3
+$1.95M
4
CERN
Cerner Corp
CERN
+$794K
5
META icon
Meta Platforms (Facebook)
META
+$632K

Sector Composition

1 Industrials 16.37%
2 Technology 16.29%
3 Financials 15.99%
4 Consumer Staples 10.19%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.64M 0.42%
13,527
52
$6.38M 0.4%
67,876
-1,225
53
$6.1M 0.39%
43,680
+2,920
54
$5.77M 0.36%
13,900
55
$5.47M 0.35%
39,914
-500
56
$5.22M 0.33%
18,213
+3,978
57
$5.21M 0.33%
28,520
-750
58
$5.21M 0.33%
112,950
-656
59
$5.2M 0.33%
61,346
+5,959
60
$5.05M 0.32%
42,630
-264
61
$4.72M 0.3%
62,250
-700
62
$4.5M 0.28%
27,761
+1,000
63
$4.38M 0.28%
19,239
64
$4.26M 0.27%
23,578
65
$4.11M 0.26%
73,745
-54
66
$4.07M 0.26%
33,052
67
$4.04M 0.25%
64,280
-2,900
68
$3.94M 0.25%
103,906
+1,222
69
$3.72M 0.23%
17,521
+11,050
70
$3.71M 0.23%
7,276
71
$3.58M 0.23%
17,641
-540
72
$3.58M 0.23%
16,139
+200
73
$3.42M 0.22%
68,844
-60
74
$3.2M 0.2%
15,270
75
$3.18M 0.2%
75,164
-850
1 2
3
4 5