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
$709M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.98M
3
+$2.65M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$944K

Top Sells

1
+$3.66M
2
+$1.48M
3
+$816K
4
WFC icon
Wells Fargo
WFC
+$593K
5
GLD icon
SPDR Gold Trust
GLD
+$486K

Sector Composition

1 Industrials 20.74%
2 Consumer Staples 10.68%
3 Financials 10.07%
4 Healthcare 9.8%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$522K 0.07%
2,900
-300
102
$506K 0.07%
26,035
103
$496K 0.07%
3,069
+355
104
$494K 0.07%
2,860
+160
105
$472K 0.07%
24,800
106
$455K 0.06%
13,008
107
$430K 0.06%
11,480
+1,400
108
$398K 0.06%
4,200
109
$396K 0.06%
14,631
110
$390K 0.06%
5,300
111
$388K 0.05%
11,634
-1,400
112
$382K 0.05%
12,784
+324
113
$380K 0.05%
15,540
114
$369K 0.05%
23,888
-4
115
$345K 0.05%
8,940
+600
116
$342K 0.05%
8,620
+1,000
117
$336K 0.05%
7,600
-200
118
$328K 0.05%
4,536
+86
119
$320K 0.05%
4,750
120
$316K 0.04%
4,988
-3,341
121
$310K 0.04%
2,424
+64
122
$302K 0.04%
5,553
123
$282K 0.04%
3,962
+164
124
$280K 0.04%
1,331
125
$268K 0.04%
1,201
2 3 4
5
6