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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.29M 0.21%
8,891
+7
77
$3.13M 0.2%
369,847
78
$2.93M 0.18%
38,176
+4,200
79
$2.91M 0.18%
16,787
-100
80
$2.87M 0.18%
6,266
81
$2.86M 0.18%
13,526
-405
82
$2.73M 0.17%
22,827
83
$2.72M 0.17%
39,260
84
$2.71M 0.17%
16,013
+500
85
$2.65M 0.17%
16,030
86
$2.62M 0.16%
+7,670
87
$2.56M 0.16%
22,856
88
$2.47M 0.16%
68,329
-700
89
$2.33M 0.15%
25,040
-385
90
$2.26M 0.14%
9,105
-107
91
$2.21M 0.14%
146,213
+4,005
92
$2.1M 0.13%
11,691
93
$1.98M 0.12%
46,690
+600
94
$1.88M 0.12%
8,553
95
$1.86M 0.12%
8,726
96
$1.85M 0.12%
9,065
-100
97
$1.79M 0.11%
41,885
-1,255
98
$1.74M 0.11%
3,343
99
$1.72M 0.11%
8,868
-400
100
$1.71M 0.11%
18,423
2 3
4
5 6