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
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1
+$2.33M
2
+$815K
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.77M 0.2%
68,394
-450
77
$2.59M 0.19%
22,781
+75
78
$2.56M 0.19%
33,933
79
$2.55M 0.19%
342,791
80
$2.42M 0.18%
6,266
81
$2.4M 0.17%
16,030
82
$2.39M 0.17%
21,940
+1,200
83
$2.38M 0.17%
9,330
+380
84
$2.21M 0.16%
26,430
-175
85
$2.12M 0.15%
39,275
86
$2.04M 0.15%
14,921
-1,272
87
$2.02M 0.15%
51,479
+1
88
$1.97M 0.14%
8,672
89
$1.83M 0.13%
8,594
90
$1.83M 0.13%
164,514
+400
91
$1.82M 0.13%
7,492
-150
92
$1.78M 0.13%
11,564
+100
93
$1.76M 0.13%
7,813
+339
94
$1.73M 0.13%
3,178
95
$1.71M 0.12%
12,820
96
$1.68M 0.12%
8,516
97
$1.68M 0.12%
18,375
98
$1.64M 0.12%
77,286
-2,635
99
$1.63M 0.12%
8,300
100
$1.45M 0.11%
11,315
+72
2 3
4
5 6