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
$594M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.86M
3
+$1.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
CVX icon
Chevron
CVX
+$832K

Top Sells

1
+$421K
2
+$274K
3
+$240K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$221K
5
LHX icon
L3Harris
LHX
+$217K

Sector Composition

1 Industrials 19.3%
2 Healthcare 11.32%
3 Energy 10.78%
4 Consumer Staples 9.61%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.26%
27,288
+194
77
$1.54M 0.26%
25,646
-249
78
$1.45M 0.24%
58,185
-1,600
79
$1.38M 0.23%
11,025
-325
80
$1.37M 0.23%
67,935
+2,000
81
$1.35M 0.23%
28,305
-1,797
82
$1.32M 0.22%
10,400
+300
83
$1.31M 0.22%
13,854
-126
84
$1.27M 0.21%
37,944
85
$1.19M 0.2%
21,572
-417
86
$1.06M 0.18%
12,913
-1,100
87
$986K 0.17%
24,114
-180
88
$961K 0.16%
8,100
89
$952K 0.16%
4,142
-200
90
$899K 0.15%
58,493
-3,814
91
$884K 0.15%
20,441
92
$843K 0.14%
33,450
93
$817K 0.14%
11,800
94
$747K 0.13%
+10,920
95
$731K 0.12%
4,550
96
$724K 0.12%
7,200
-750
97
$688K 0.12%
5,400
98
$624K 0.11%
16,650
99
$592K 0.1%
9,100
100
$590K 0.1%
326
2 3
4
5 6