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
$1.58B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.05M
3
+$1.98M
4
HEI icon
HEICO Corp
HEI
+$1.64M
5
VMC icon
Vulcan Materials
VMC
+$1.59M

Top Sells

1
+$1.64M
2
+$551K
3
+$515K
4
DE icon
Deere & Co
DE
+$381K
5
DELL icon
Dell
DELL
+$343K

Sector Composition

1 Technology 17%
2 Financials 15.75%
3 Industrials 15.54%
4 Consumer Staples 10.3%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.32M 0.21%
68,904
-1,107
77
$3.27M 0.21%
157,464
+7,670
78
$3.15M 0.2%
76,014
-600
79
$3.12M 0.2%
39,275
80
$3.12M 0.2%
168,141
-2,255
81
$3.1M 0.2%
22,706
82
$2.97M 0.19%
16,606
-53
83
$2.92M 0.19%
12,713
-24
84
$2.86M 0.18%
19,740
-1,460
85
$2.85M 0.18%
8,488
-9
86
$2.71M 0.17%
336,491
+2,500
87
$2.63M 0.17%
20,350
88
$2.62M 0.17%
8,950
89
$2.57M 0.16%
13,622
-880
90
$2.47M 0.16%
51,478
-2,764
91
$2.3M 0.15%
9,016
-515
92
$2.29M 0.14%
33,934
+127
93
$2.24M 0.14%
8,672
94
$2.18M 0.14%
7,474
95
$2.17M 0.14%
8,594
96
$2.12M 0.13%
3,178
+6
97
$2.05M 0.13%
+15,580
98
$1.97M 0.13%
79,421
-6,400
99
$1.81M 0.12%
24,800
100
$1.77M 0.11%
9,384
2 3
4
5 6