CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+1.62%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$553M
AUM Growth
+$553M
(+1.5%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
29.61%
Holding
149
New
4
Increased
46
Reduced
53
Closed
2
Top Buys
| 1 |
Ford
F
|
$1.52M |
| 2 |
RTX Corp
RTX
|
$1.35M |
| 3 |
Verizon
VZ
|
$1.04M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$571K |
| 5 |
Air Products & Chemicals
APD
|
$485K |
Top Sells
| 1 |
EVER
Everbank Financial Corp
EVER
|
$3.18M |
| 2 |
PepsiCo
PEP
|
$1.15M |
| 3 |
Vodafone
VOD
|
$1.12M |
| 4 |
Duke Energy
DUK
|
$500K |
| 5 |
Sonnet BioTherapeutics
SONN
|
$239K |
Sector Composition
| 1 | Industrials | 19.35% |
| 2 | Healthcare | 11.8% |
| 3 | Energy | 10.03% |
| 4 | Consumer Staples | 9.89% |
| 5 | Financials | 8.03% |
