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
$871M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.06M
3
+$979K
4
JPM icon
JPMorgan Chase
JPM
+$942K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$751K

Top Sells

1
+$1.6M
2
+$567K
3
+$524K
4
MMM icon
3M
MMM
+$523K
5
SCHW.PRB.CL
The Charles Schwab Corporation
SCHW.PRB.CL
+$305K

Sector Composition

1 Industrials 23.08%
2 Financials 11.55%
3 Consumer Staples 9.67%
4 Healthcare 8.92%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.16M 0.25%
22,319
-1,650
77
$2.07M 0.24%
70,268
+7,014
78
$2.01M 0.23%
15,155
-160
79
$1.83M 0.21%
55,590
-225
80
$1.76M 0.2%
22,611
-900
81
$1.67M 0.19%
28,087
-228
82
$1.55M 0.18%
22,042
+1,700
83
$1.54M 0.18%
22,825
84
$1.4M 0.16%
53,933
+1,000
85
$1.28M 0.15%
21,840
+7,460
86
$1.2M 0.14%
63,525
-6,800
87
$1.18M 0.14%
11,911
+2,000
88
$1.18M 0.14%
22,015
-491
89
$1.18M 0.14%
10,347
90
$1.15M 0.13%
7,435
91
$1.14M 0.13%
18,790
92
$1.13M 0.13%
15,360
93
$1.08M 0.12%
11,403
94
$1.01M 0.12%
75,150
-300
95
$959K 0.11%
18,320
+5,600
96
$835K 0.1%
17,617
-183
97
$834K 0.1%
5,389
98
$772K 0.09%
4,800
99
$751K 0.09%
+2,792
100
$745K 0.09%
+27,500
2 3
4
5 6