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
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.75M
3
+$2.35M
4
HEI icon
HEICO Corp
HEI
+$2.21M
5
AFL icon
Aflac
AFL
+$1.6M

Top Sells

1
+$3.12M
2
+$2.05M
3
+$1.95M
4
CERN
Cerner Corp
CERN
+$794K
5
META icon
Meta Platforms (Facebook)
META
+$632K

Sector Composition

1 Industrials 16.37%
2 Technology 16.29%
3 Financials 15.99%
4 Consumer Staples 10.19%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.16M 0.2%
26,605
-1,925
77
$3.1M 0.2%
16,193
-610
78
$3.1M 0.2%
22,706
79
$3.01M 0.19%
6,266
80
$2.96M 0.19%
12,349
-364
81
$2.88M 0.18%
20,740
+1,000
82
$2.82M 0.18%
16,030
-576
83
$2.77M 0.18%
164,114
+6,650
84
$2.73M 0.17%
342,791
+6,300
85
$2.71M 0.17%
39,275
86
$2.5M 0.16%
51,478
87
$2.35M 0.15%
8,594
88
$2.33M 0.15%
18,375
-1,975
89
$2.33M 0.15%
12,312
-1,310
90
$2.3M 0.15%
33,933
-1
91
$2.25M 0.14%
8,950
92
$2.11M 0.13%
79,921
+500
93
$2.1M 0.13%
11,464
+2,080
94
$2.02M 0.13%
8,516
-500
95
$2.01M 0.13%
8,672
96
$1.94M 0.12%
7,474
97
$1.92M 0.12%
10,247
+243
98
$1.88M 0.12%
3,178
99
$1.85M 0.12%
7,642
-70
100
$1.83M 0.12%
74,452
2 3
4
5 6