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
$594M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.86M
3
+$1.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
CVX icon
Chevron
CVX
+$832K

Top Sells

1
+$421K
2
+$274K
3
+$240K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$221K
5
LHX icon
L3Harris
LHX
+$217K

Sector Composition

1 Industrials 19.3%
2 Healthcare 11.32%
3 Energy 10.78%
4 Consumer Staples 9.61%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$588K 0.1%
6,700
102
$565K 0.1%
19,125
+10,524
103
$553K 0.09%
6,554
-100
104
$479K 0.08%
8,585
105
$474K 0.08%
2,800
106
$462K 0.08%
4,400
107
$453K 0.08%
8,600
108
$362K 0.06%
6,250
-200
109
$359K 0.06%
24,800
110
$358K 0.06%
3,104
111
$346K 0.06%
13,500
112
$339K 0.06%
2,910
113
$312K 0.05%
2,612
-50
114
$301K 0.05%
7,677
115
$300K 0.05%
7,900
116
$294K 0.05%
3,200
117
$290K 0.05%
2,652
118
$289K 0.05%
4,000
119
$287K 0.05%
8,200
120
$279K 0.05%
7,875
121
$278K 0.05%
41,375
+4,000
122
$269K 0.05%
+3,457
123
$269K 0.05%
1,800
124
$255K 0.04%
4,100
125
$251K 0.04%
5,930
2 3 4
5
6