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
$553M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.35M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$571K
5
APD icon
Air Products & Chemicals
APD
+$485K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$1.12M
4
DUK icon
Duke Energy
DUK
+$500K
5
SONN icon
Sonnet BioTherapeutics
SONN
+$239K

Sector Composition

1 Industrials 19.35%
2 Healthcare 11.8%
3 Energy 10.03%
4 Consumer Staples 9.89%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.26%
17,650
+100
77
$1.4M 0.25%
101,950
+13,600
78
$1.4M 0.25%
37,944
-30,412
79
$1.39M 0.25%
27,094
80
$1.36M 0.25%
30,102
-550
81
$1.3M 0.24%
65,935
-161,078
82
$1.29M 0.23%
11,350
-625
83
$1.26M 0.23%
13,980
+1
84
$1.26M 0.23%
10,100
+125
85
$1.19M 0.22%
21,989
+733
86
$1.07M 0.19%
62,307
-1,783
87
$1.02M 0.19%
14,013
-530
88
$936K 0.17%
24,294
89
$920K 0.17%
8,100
90
$840K 0.15%
33,450
+200
91
$838K 0.15%
20,441
-1,000
92
$813K 0.15%
4,342
-300
93
$772K 0.14%
11,800
94
$743K 0.13%
4,550
95
$671K 0.12%
5,400
96
$659K 0.12%
7,950
97
$602K 0.11%
16,650
+600
98
$582K 0.11%
6,700
+100
99
$542K 0.1%
6,654
100
$512K 0.09%
9,100
-400
2 3
4
5 6