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
$1.47B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$907K
3
+$799K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$576K
5
BAC icon
Bank of America
BAC
+$412K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$751K
5
CRM icon
Salesforce
CRM
+$541K

Sector Composition

1 Industrials 16.94%
2 Financials 15.54%
3 Technology 13.88%
4 Consumer Staples 10.52%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.91M 0.2%
69,529
-135
77
$2.89M 0.2%
21,769
-4,080
78
$2.85M 0.19%
33,933
79
$2.69M 0.18%
15,500
80
$2.63M 0.18%
22,781
81
$2.62M 0.18%
13,746
-135
82
$2.57M 0.18%
365,281
+17,285
83
$2.55M 0.17%
16,030
84
$2.44M 0.17%
6,266
85
$2.41M 0.16%
25,425
-745
86
$2.22M 0.15%
8,329
+7,527
87
$2.07M 0.14%
50,080
-651
88
$2.01M 0.14%
39,260
89
$1.99M 0.14%
9,400
90
$1.97M 0.13%
7,492
91
$1.94M 0.13%
21,947
-80
92
$1.93M 0.13%
11,664
+52
93
$1.85M 0.13%
8,400
94
$1.84M 0.13%
7,825
95
$1.78M 0.12%
8,615
96
$1.76M 0.12%
3,197
97
$1.74M 0.12%
8,516
98
$1.66M 0.11%
74,546
-545
99
$1.63M 0.11%
139,864
-22,550
100
$1.5M 0.1%
8,672
2 3
4
5 6