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
$553M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.35M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$571K
5
APD icon
Air Products & Chemicals
APD
+$485K

Top Sells

1
+$3.18M
2
+$1.15M
3
+$1.12M
4
DUK icon
Duke Energy
DUK
+$500K
5
SONN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$511K 0.09%
326
102
$464K 0.08%
8,600
+400
103
$435K 0.08%
8,585
-200
104
$426K 0.08%
4,400
105
$390K 0.07%
6,450
-2,350
106
$355K 0.06%
3,104
-102
107
$347K 0.06%
2,800
108
$328K 0.06%
2,662
109
$326K 0.06%
24,800
110
$323K 0.06%
13,500
111
$317K 0.06%
2,910
112
$307K 0.06%
7,677
113
$286K 0.05%
7,900
-500
114
$283K 0.05%
8,200
115
$274K 0.05%
9,877
+683
116
$271K 0.05%
37,375
-2,000
117
$268K 0.05%
3,200
118
$262K 0.05%
4,000
119
$255K 0.05%
7,875
120
$245K 0.04%
+8,601
121
$243K 0.04%
5,930
122
$241K 0.04%
4,100
123
$240K 0.04%
1,800
124
$235K 0.04%
+5,268
125
$226K 0.04%
7,160
2 3 4
5
6