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
$632M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$915K
3
+$789K
4
LMT icon
Lockheed Martin
LMT
+$689K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$687K

Top Sells

1
+$397K
2
+$392K
3
+$291K
4
GLD icon
SPDR Gold Trust
GLD
+$286K
5
APD icon
Air Products & Chemicals
APD
+$274K

Sector Composition

1 Industrials 19.37%
2 Consumer Staples 11.75%
3 Healthcare 10.73%
4 Financials 8.98%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$574K 0.09%
5,354
102
$571K 0.09%
4,800
103
$564K 0.09%
8,495
+160
104
$543K 0.09%
8,850
-2,100
105
$533K 0.08%
16,630
106
$468K 0.07%
4,200
107
$450K 0.07%
3,200
108
$446K 0.07%
13,008
-2,000
109
$409K 0.06%
15,534
-225
110
$402K 0.06%
2,714
111
$396K 0.06%
24,800
112
$389K 0.06%
5,400
+100
113
$369K 0.06%
8,000
+600
114
$369K 0.06%
12,460
115
$366K 0.06%
4,450
116
$363K 0.06%
14,741
+310
117
$357K 0.06%
1,331
118
$355K 0.06%
2,700
119
$349K 0.06%
7,213
-1,950
120
$325K 0.05%
5,200
-400
121
$306K 0.05%
2,360
+300
122
$302K 0.05%
3,990
+90
123
$299K 0.05%
10,080
+680
124
$289K 0.05%
7,760
+500
125
$269K 0.04%
7,040
+460
2 3 4
5
6