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
$1.47B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$907K
3
+$799K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$576K
5
BAC icon
Bank of America
BAC
+$412K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$751K
5
CRM icon
Salesforce
CRM
+$541K

Sector Composition

1 Industrials 16.94%
2 Financials 15.54%
3 Technology 13.88%
4 Consumer Staples 10.52%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.89M 0.4%
16,088
-135
52
$5.73M 0.39%
173,030
+12,450
53
$5.36M 0.37%
124,612
-1,135
54
$5.32M 0.36%
28,359
-120
55
$4.86M 0.33%
58,086
-2,097
56
$4.84M 0.33%
61,435
-565
57
$4.81M 0.33%
28,360
+5,345
58
$4.79M 0.33%
13,638
+13
59
$4.69M 0.32%
42,719
60
$4.61M 0.31%
19,292
+7
61
$4.51M 0.31%
27,887
62
$4.39M 0.3%
32,327
-200
63
$4.27M 0.29%
109,093
64
$4.23M 0.29%
63,400
-350
65
$4.15M 0.28%
63,228
+400
66
$4.04M 0.28%
7,626
67
$3.96M 0.27%
11,961
68
$3.86M 0.26%
43,515
-585
69
$3.69M 0.25%
42,449
+1,668
70
$3.42M 0.23%
16,439
-58
71
$3.38M 0.23%
70,965
72
$3.37M 0.23%
15,290
73
$3.23M 0.22%
68,421
-30
74
$3.09M 0.21%
99,774
75
$3.01M 0.21%
16,867
-50
1 2
3
4 5