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
$868M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.51M
3
+$1.14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$786K
5
PYPL icon
PayPal
PYPL
+$756K

Top Sells

1
+$1.13M
2
+$1.04M
3
+$468K
4
BA icon
Boeing
BA
+$403K
5
CBRL icon
Cracker Barrel
CBRL
+$382K

Sector Composition

1 Industrials 23.33%
2 Financials 12.53%
3 Technology 8.91%
4 Consumer Staples 8.82%
5 Healthcare 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.24%
70,603
+335
77
$2.11M 0.24%
22,319
78
$1.79M 0.21%
119,164
-2,791
79
$1.69M 0.2%
57,090
+1,500
80
$1.66M 0.19%
23,842
+1,800
81
$1.64M 0.19%
22,600
+760
82
$1.51M 0.17%
+56,650
83
$1.48M 0.17%
22,825
84
$1.4M 0.16%
22,509
-102
85
$1.27M 0.15%
10,650
+303
86
$1.26M 0.15%
27,984
-103
87
$1.19M 0.14%
22,888
+873
88
$1.18M 0.14%
13,103
+1,700
89
$1.15M 0.13%
7,435
90
$1.13M 0.13%
18,790
91
$1.11M 0.13%
11,911
92
$1.08M 0.12%
61,225
-2,300
93
$998K 0.12%
15,360
94
$966K 0.11%
73,050
-2,100
95
$961K 0.11%
18,620
+300
96
$862K 0.1%
3,900
+1,000
97
$859K 0.1%
5,339
-50
98
$846K 0.1%
17,467
-150
99
$787K 0.09%
4,800
100
$764K 0.09%
34,951
-125
2 3
4
5 6