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
$805M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.33M
3
+$2.32M
4
T icon
AT&T
T
+$1.35M
5
JPM icon
JPMorgan Chase
JPM
+$449K

Top Sells

1
+$2.11M
2
+$942K
3
+$672K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$653K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$609K

Sector Composition

1 Industrials 22.91%
2 Financials 10.72%
3 Consumer Staples 9.87%
4 Healthcare 9.37%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.24%
15,315
-600
77
$1.82M 0.23%
23,511
-933
78
$1.6M 0.2%
63,254
-2,900
79
$1.59M 0.2%
22,825
-230
80
$1.47M 0.18%
28,315
+2
81
$1.45M 0.18%
55,815
+225
82
$1.39M 0.17%
20,342
-200
83
$1.39M 0.17%
52,933
-3,750
84
$1.38M 0.17%
22,506
+2,309
85
$1.09M 0.14%
7,435
-700
86
$1.09M 0.14%
11,403
87
$1.09M 0.14%
10,347
+197
88
$1.01M 0.13%
18,790
+395
89
$987K 0.12%
70,325
-125
90
$986K 0.12%
15,360
91
$956K 0.12%
75,450
-4,850
92
$897K 0.11%
9,911
-85
93
$839K 0.1%
17,800
94
$765K 0.1%
5,389
+35
95
$733K 0.09%
4,800
96
$691K 0.09%
14,380
+400
97
$660K 0.08%
35,076
-9,558
98
$610K 0.08%
12,720
+420
99
$600K 0.07%
24,800
100
$596K 0.07%
2,900
2 3
4
5 6