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
$632M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$915K
3
+$789K
4
LMT icon
Lockheed Martin
LMT
+$689K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$687K

Top Sells

1
+$397K
2
+$392K
3
+$291K
4
GLD icon
SPDR Gold Trust
GLD
+$286K
5
APD icon
Air Products & Chemicals
APD
+$274K

Sector Composition

1 Industrials 19.37%
2 Consumer Staples 11.75%
3 Healthcare 10.73%
4 Financials 8.98%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.26%
15,425
77
$1.66M 0.26%
62,429
-5,500
78
$1.47M 0.23%
56,583
+1,000
79
$1.29M 0.2%
56,559
-870
80
$1.29M 0.2%
22,534
-50
81
$1.25M 0.2%
21,820
-200
82
$1.14M 0.18%
56,400
+16,800
83
$1.08M 0.17%
15,760
-27
84
$1.04M 0.16%
100,764
-7,950
85
$1.03M 0.16%
86,050
-500
86
$990K 0.16%
23,665
-55
87
$905K 0.14%
17,925
+427
88
$891K 0.14%
7,350
89
$855K 0.14%
8,608
+158
90
$756K 0.12%
16,170
+220
91
$731K 0.12%
12,795
-2,000
92
$668K 0.11%
44,235
+1,800
93
$656K 0.1%
35,518
94
$649K 0.1%
11,800
95
$648K 0.1%
47,920
+1,586
96
$623K 0.1%
8,150
+150
97
$623K 0.1%
7,100
-800
98
$619K 0.1%
14,694
-805
99
$597K 0.09%
+7,972
100
$578K 0.09%
9,820
2 3
4
5 6