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
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.02M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.58M
5
HD icon
Home Depot
HD
+$1.39M

Top Sells

1
+$749K
2
+$667K
3
+$533K
4
META icon
Meta Platforms (Facebook)
META
+$436K
5
TR icon
Tootsie Roll Industries
TR
+$408K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.94M 0.22%
17,920
77
$2.75M 0.2%
16,606
78
$2.69M 0.2%
24,888
79
$2.68M 0.2%
39,275
80
$2.64M 0.19%
7,094
+36
81
$2.5M 0.18%
8,485
-1,482
82
$2.46M 0.18%
8,672
83
$2.41M 0.18%
6,298
84
$2.35M 0.17%
95,006
-800
85
$2.24M 0.16%
10,106
86
$2.23M 0.16%
22,706
87
$2.22M 0.16%
11,885
-424
88
$2.19M 0.16%
21,220
89
$2.15M 0.16%
55,127
-19,178
90
$2.14M 0.16%
8,950
+120
91
$2.08M 0.15%
33,929
+2
92
$1.99M 0.15%
8,002
-900
93
$1.89M 0.14%
154,264
94
$1.87M 0.14%
9,884
+546
95
$1.87M 0.14%
8,476
-27
96
$1.56M 0.11%
20,925
97
$1.49M 0.11%
74,977
+2,600
98
$1.42M 0.1%
10,004
-171
99
$1.4M 0.1%
7,039
-20
100
$1.4M 0.1%
25,541
-7,191
2 3
4
5 6